Send Client Agreement / e-Invoice

Complete the following form to send a Client Agreement, or an e-Invoice or both.

Client/Advisor Information - Complete Each Field

Client Name*

Client Email Address:*

Client Mobile Number: *

Advisor Requesting*

Assigned To*

Kyran Pittman

Stefanie Kite

Becca Foster

First Available Assistant

Client E-Invoice Details (Only If Applicable)

Client Agreement or Invoice or Both?

Client Agreement Only

Invoice Only

Both Client Agreement & Invoice

Invoice & Delivery Method

Send e-Invoice to Client for Self-Pay

Process Charge to Clien't Card on File

Create e-invoice and/or client agreement link and email to client for self-processing

Create e-invoice and/or client agreement link and email to advisor requesting

Send e-Invoice Via:

Email from Square

Text from Square

Hyperlink via Email on behalf of Advisor (with template)

Is a TRIPSUITE Trip already created?

Yes

No, please create

Enter New Payment for Fee under Client Payments tab in TRIPSUITE trip?

Yes

Is a TRAVEFY already created?

Yes

Trip and Fee Details - Complete Each Field

Square Item Note (Ex: LAST NAME | Destination | Month Year)*

Travel Begins:

Travel Ends:

Notes:

Fee Amount: Show DTA standard fee, Discount, Balance Due and Reason for Discount.

DTA Standard Fee:*

Discount Amount:

Balance Due:*

If Discounted Explain the Reason:

CONFIDENTIALITY & PROPRIETARY NOTICE
All information contained within this internal website is the confidential and proprietary property of Destinations Travel Advisors LLC. This material is for the exclusive use of Destinations Travel Advisors LLC associates only. Unauthorized viewing, reproduction, copying, distribution, or sharing of any content, in whole or in part, with any individual, entity, or party outside of Destinations Travel Advisors LLC is strictly prohibited.

bottom of page