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How do I invoice a direct-booking client, and what does the invoice toggle on a quote do?

For an already-confirmed direct booking, request payment straight from that booking's Payments tab. The invoice toggle is for quotes — turning it on makes a quote behave like a payable invoice instead of a plain review-and-book quote.

For a direct-booking client, use the regular booking/payment workflow:

  • Open the client’s booking.
  • Go to the booking’s payments area.
  • Add or request the payment you need — deposit, balance, additional payment, etc.
  • Send the payment link to the client so they can pay online.

The invoice toggle on a quote is for quote checkout behavior. When enabled, it lets the quote function more like an invoice/payment request instead of only a “review and book” quote flow. In practice, it helps you present the quoted amount to the client with a payment path tied to that quote.

A good rule of thumb:

  • Already a direct booking? Invoice/request payment from the booking’s payments section.
  • Still sending a quote before the booking is finalized? Use the quote flow, and the invoice toggle if you want that quote to behave like a payable invoice.

itineraryWatch the 30–60 second walkthrough