17 Free Travel Agency Invoice Templates & Forms (Excel / Word / PDF)

Travel agencies use a travel agency invoice template to generate invoices to collect payment for travel-related services. They use this tool to make their billing process convenient as they provide their clients with a wide range of services. The travel agency invoice should contain all the essential information to look professional.

What is a travel invoice?

Generally, a travel invoice is a business invoice document that includes all the travel services and their due payments. This document is usually provided and organized by the travel service provider or a company. It also informs about the due payments. The travel invoice includes the following information;

• The date of buying the service
• Travel agency information
• Invoice number
• Information about the destination of travel
• The number of travelers taking advantage of the service.
• Inventory of travel services bought.

For travelers and the travel agency, this document is crucial. It helps them to keep track of bookings.

What is a travel agency invoice template?

A travel agency invoice template is a formal document that is given to the customers by the travel agents while asking for payment. This template allows the travel agents to write down the type of travel service, service rate, and taxes. For the notes, the template contains a separate section that is sent to the customer.

The components of a travel invoice:

Let us discuss below the important components of a travel invoice;

Company information

Both the payer and the payee have to provide their company’s legal name, business address, contact number, and fax number. Include these details near the top and bottom of the invoice. It is important to make sure which company is the payer and which one is the payee.

Header

In the header, label your document as an invoice. This removes the confusion about what the document is.

Date and invoice number

Specify the date on which the invoice is issued, an invoice number, and another unique identifier. Make your ID on the basis of any system or stylistic preference.

List of goods and services

In this section, you have to provide the following details about the good or service;

• Name
• Date
• The rate
• The quantity

Terms

It is incredibly important to specify the terms of payment on an invoice. The standard terms of payment may vary on the basis of your industry, your company’s preference, and your relationship with the client.

Itemized fees

Indicate any taxes, handling fees, or other charges that have to be imposed. Make sure to list each of these as a separate line item.

Total amount due

The total amount due should be properly displayed on the invoice.

Different types of invoices:

Let us discuss below the different types of invoices;

Standard Invoice

The format of a standard invoice is similar to different business transactions. This type of invoice includes the following information;

• The unique invoice number
• Name of the seller
• The company’s name
• Address
• Contact details
• The name of the buyer
• Items purchased
• Total costs

Multiple industries use this type of invoice like the retail industry, agriculture industry, etc.

Commercial invoice

As its name implies, it is specifically created for the documentation of any foreign trade. When the product is crossing the international border then it is used for customs declaration. It consists of the following details;

• The names of the seller and the buyer and their addresses
• Items being sold
• The cost of items
• Amount of tax payable

Progress Invoice

Progress invoice is very expensive and most commonly used in the construction industry. Contractors send this type of invoice from time to time in order to indicate the progress of the work. They also use it to specify the amount required to be paid to them as they have to pay the employees who are working under them.

Timesheet

Professionals whose services are assessed on the basis of the time use this kind of invoice. Their services are more intellectual than technical. It is most commonly used by consultants, psychotherapists, lawyers, and tuition teachers.

Best Collections of Travel Agency Invoice Templates

How do you create a travel invoice?

If you want to create your own travel invoice then follow the below steps;

1. At first, you have to include your travel agency name, contact details, and address at the top of the document.
2. Secondly, insert your company logo and also mention your company name.
3. Next, write down the details of the customer. Also, mention the payment method.
4. After that, enter the invoice number and invoice thorough information.
5. Then, create a table for listing the services provided and their relevant prices.
6. In the end, provide a complete total of all the prices.

Why does a travel agency need a travel invoice?

The main purpose of this invoice is that it provides a travel agency and its customers a record of travel. However, it performs the following basic functions;

For Travelers:

• It gives out all the travel expenses.
• It acts as evidence of completed payments.
• If there is a discrepancy in travel expenses, then it acts as documentary proof.

For Travel Agencies:

• It gives out the customer’s payment.
• It keeps a track of bookings.
• It identifies if clients have already paid or not.

How to submit a travel invoice?

Consider the following tips while submitting a travel invoice;

• First, make sure that your invoice is following a proper format. You can also download simple invoices and printable invoice templates for reference.
• You must check the content of your travel invoice before sending it. This is to ensure that you are not asking your clients to pay for items they didn’t buy.
• You can consider the following options after checking its content;
  1- Email your travel invoice
  2- Send it via mail
  3- In some cases, you may give the invoice to clients when they would agree to pay in advance.

Which travel services require an invoice?

Here are the services that need a travel agency invoice;

• Transportation
• Board & Lodging
• Tours & Tickets
• Car Hire or Rentals
• Planning Travel Itineraries
• Accommodation
• Sports Tours & Conferencing
• Travel Insurance
• Leisure Travel
• Travel Consultation
• Flight Reservations
• Hotel Reservations

What benefits a travel agency invoice template provide?

If you are running a travel agency, it’s crucial for you to keep a travel agency invoice template because you are asking about payment from your travelers. Most importantly, it makes sure a perfect organization of your billing by providing it a formal structure.

You should use an organized layout because it looks more professional. Here you can mention all the services besides the prices and you can get all these things through a travel agency invoice. All these templates are designed completely you don’t have to create an entire invoice.

FAQ (Frequently Asked Questions)