Custom Fields
Allow insertion of agency codes, traveler IDs, itinerary numbers, and internal reference fields to link invoices to reservations and accounting systems for automated reconciliation.
Templates reduce manual entry, improve billing accuracy, and create consistent records across bookings and client accounts while facilitating faster approvals and clearer customer communication.
Oversees company travel policy and consolidates invoices across departments. Uses templates to match charges to corporate expense codes, enforce payment terms, and maintain audit trails for internal accounting and external auditors.
Runs bookings for leisure and business clients, issues invoices to individuals and groups, and needs simple templates that handle commissions, supplier reimbursements, and partial payments without complex accounting software.
Travel agents, tour operators, corporate travel managers, and independent contractors use billing templates to standardize invoicing.
Standard templates help all these users reduce disputes, speed payments, and keep consistent audit records across bookings.
Allow insertion of agency codes, traveler IDs, itinerary numbers, and internal reference fields to link invoices to reservations and accounting systems for automated reconciliation.
Show or hide fields based on booking type or payment method to keep templates concise while capturing required data for specific scenarios like refunds or partial payments.
Display charges in local currency with conversion fields to the billing currency, helpful for international bookings and supplier reimbursements.
Assign signing roles such as client, agent, or finance approver to enforce signature order and ensure each stakeholder sees appropriate content.
Native connectors to CRM, accounting, and cloud storage systems reduce manual exports and ensure invoices flow into existing financial workflows.
Built-in reporting on outstanding invoices, aging, and signed volume helps manage cash flow and operational KPIs for travel finance teams.
Separate lines for flights, accommodation, transfers, meals, taxes, and agent commissions to allow clear breakdowns and automated subtotal calculations that simplify reconciliation and client review.
Fields that support multiple tax rates and jurisdictions, including VAT or local tourism taxes, enabling correct totals for domestic and international bookings without manual recalculation.
Standardized payment terms, deposit requirements, late fee rules, and accepted payment methods to reduce disputes and provide clear expectations for clients and suppliers across invoices.
Designated areas for electronic acceptance, including signer name, date, and role, compatible with compliant eSignature solutions and integrated audit trail capture for legal validity.
| Setting Name | Configuration |
|---|---|
| Default Email Reminder Frequency Hours | 48 hours before due date reminder |
| Approval Sequence for Agency Bookings | Sales then finance approval required |
| Automatic Archival Location | Cloud folder per client account |
| Signature Verification Requirement | Require signer identity confirmation |
| Notification on Rejection | Immediate email to issuer |
Billing templates should be editable and signable on common platforms including Windows, macOS, iOS, and Android for maximum accessibility.
Ensure your chosen template and signing solution provide consistent rendering across devices, maintain secure connections, and preserve form fields and signature placements when viewed or executed on different screens.
A mid-size tour operator issues itemized statements for multi-day packages including lodging, meals, and activities to corporate clients
Resulting in faster client approvals, fewer disputes, and consistent month-end financial reporting.
A corporate travel desk consolidates employee itineraries and third-party invoices into a single monthly billing statement
Leading to clearer expense allocation, reduced manual review, and improved audit readiness for internal and external compliance reviews.
| Feature Availability and Technical Details | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN/UETA Compliance | |||
| Mobile App Availability | |||
| Bulk Send Capability | |||
| Audit Trail Included |
| Plan/Feature | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Free plan availability | Free trial only | Limited free tier (3 docs/mo) | Free trial only | Limited free tier (3 requests/mo) | Free eSign plan available |
| Entry-level monthly indicator | Affordable small-business tiers available | Consumer and business tiers | Business plans start at enterprise prices | Basic free then paid tiers | Free eSign with paid upgrade options |
| Template support | Reusable templates and team templates | Template library and custom templates | Template management features | Template creation and reuse | Template and content library |
| Bulk send | Bulk Send available | Bulk Send available | Bulk workflows supported | Bulk send in paid plans | Bulk send in paid plans |
| Audit trail and compliance | Comprehensive audit trail and compliance options | Full audit logs and compliance | Audit trails with enterprise features | Audit logs included | Audit trails included |