How to use the export feature for statements or invoices

Send clients and agents a clear, professional statement in seconds. Tourwriter's statement export combines all payments into one PDF document, with full control over pricing, commission, and how it is labelled.

How to export a statement

1. Open the itinerary and click Export in the top-right navigation.
2. Select Statement from the dropdown menu.
3. Use the checkboxes in the export dialog to configure what appears in the document.
4. Click Export as PDF.
   
   

What can I configure?

Document label — choose whether the document is titled "Statement" or "Invoice."
Recipient — select Agent to use agent pricing, or Traveller to use display (gross) pricing. The pricing figures in the document will reflect your choice.
Customer details — optionally include an attention line, the first traveller's information, and payment or commission data.
Payment information — show the amount due, amount received, remaining balance, and payment terms.
Commission — display agent commission figures as a separate line if needed.

The statement pulls all incoming payments together and calculates totals based on either the itinerary's total price or display price, depending on your recipient selection.

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If you need help, please contact our Support team via email (support@tourwriter.com) or live chat.

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