--- title: Proforma Invoice and Guest City | Release Notes description: Now you can generate Proforma Invoices for your sales in few clicks. Invoices will use details from your Trip Sources, Organization's billing details and Selling Quotation to auto-populate items and billing details. An Origin City / Place of Supply can also be attached to trips to better analyse your Sales. version: 1.142 date: 2023-06-08 --- # Proforma Invoice and Guest City Version 1.142 · 2023-06-08 · by Sudhir Mitharwal Now you can generate Proforma Invoices for your sales in few clicks. Invoices will use details from your Trip Sources, Organization's billing details and Selling Quotation to auto-populate items and billing details. An Origin City / Place of Supply can also be attached to trips to better analyse your Sales. Let's dive into details of this release. ## Origin City of Queries and Tourists You can now attach an origin city to Trips during creation or during updation. You can also attach a city to the Guest details from the Trip's Details page. ![Image showing Origin City in Query Form](https://sembark.com/assets/images/uploads/release-1-142-create-query-origin-city.jpg) To attach an origin city, type the `City, State, Country` in the input field. ## Billing Details of Guest You can now attach billing details along with an origin city. These details will be used in Invoices of your B2C queries. To attach/update billing details of a guest, click on the **Pencil** icon next to Guest details and set the appropriate details. ![Image showing form of Guest Billing Details](https://sembark.com/assets/images/uploads/release-1-142-guest-billing-details-form.jpg) ## Proforma Invoices You can create Proforma/Draft Invoice on conversion or on-hold bookings. You can use Proforma Invoices to request payments and to share tax details with your customers. To view your Proforma Invoice(s) for a Trip, visit the `Accounting > Invoices Tab` from the Trip's Detailed page. ![Image showing Proforma Invoices Tab on Trip's Details Page](https://sembark.com/assets/images/uploads/release-1-142-trip-details-invoice-page.jpg) ### Create Proforma Invoice To create a Proforma Invoice for a Trip, visit the `Accounting > Invoices Tab` from its detailed page. ![Image showing action button to create invoice](https://sembark.com/assets/images/uploads/release-1-142-create-invoice-cta.jpg) This will initiate the invoice creation flow. #### Billing Addresses In the top header section of creation flow, you will see seller's (your) and buyer's (B2C/B2B) billing addresses along with billing details. **Seller (Your) Billing Details** Invoices will automatically use the **Destination-wise** billing addresses from your Oganization's Settings page. To update any info in your billing details, please update them in from `Organization > Settings` from the **Billing Addresses** section. [Checkout the product documentation](https://sembark.com/travel-software/docs/contact-and-billing-addresses.md) for more details. ::: note Destination-wise and Primary Addresses Invoices will use destination-wise billing address and fallback to your primary billing address if not specified. When updating your billing address details, please make sure you are updating the correct address. ::: **Buyer (B2B/B2C) Billing Details** Software will automatically pick the billing details from the B2B (Trip Sources) and B2C (Guests) if you have updated the same in source details. You can also update the buyer's billing details directly from the Invoice creation/updation flow. #### Place of Supply In most of the cases, place of supply will determine the type of taxation applicable in your sales. The place of supply should be according to the provided services and your accounting rules. Please consult with your accounts team and government rules to ensure proper `place of supply` is selected for your sales. #### Particulars All services and their taxation details must be provided with a proper description of every item. Using the taxation details from the quotation, system will auto-fill the particulars and taxation details. You **MUST verify and ensure** that these details are as per your accounting and government rules. ::: caution Liability and Correctness Software will help in auto-filling the details of particulars and taxation but these details might be incorrect or may not follow local accounting or government rules. Hence, these details MUST be verified and corrected by the Invoice issuer before issuing any invoice. ::: #### Terms and Special Notes You can also include (optional) any special notes and terms applicable for a particular invoice. #### Payment Details Proforma Invoices will automatically use the bank accounts details from your Organization's setting page. You should add bank account details if you want the software to automatically include these details in generated invoices. [Checkout the Bank Accounts documentation](https://sembark.com/travel-software/docs/bank-accounts.md) for more details. ### Sharing Invoice You can share invoices via Email or you can download the PDF which is automatically generated for all your invoices. To share the Invoice via Email, click on **Copy** icon which will copy the Invoice as Email. Simply paste the content in your Email composer and it is ready to be shared. ![Image showing toolbar actions on an Invoice](https://sembark.com/assets/images/uploads/release-1-142-share-invoice-toolbar.jpg) You can also download the Invoice as PDF and share a copy as per your requirements. ### Update Proforma Invoice You can update the details of a Proforma Invoice in the same way you create an Invoice. To update, visit the Invoice's detailed page and click on **Edit** icon, right next to the Copy button. ## Destination-wise Auto Leads Distribution If you are using Sembark Integrations to bring leads from your landing pages and you have multiple destination -wise sales team, we are delighted to update you that now your new leads will be auto-distributed among the sales team based on destination. So, if the leads come for a particular destination and you have a team of 4 sales persons working on that destination, the leads will only be distributed among these 4 members only. ## Duplicate Query Warning With this update, you will get a warning during query creation if you try to enter query details with phone number which has already been entered into the system and is in `New` or `In-Progress` status. ![Image showing duplicate query warning](https://sembark.com/assets/images/uploads/release-1-142-duplicate-query-warning.jpg) ## Backend Rates in Quotes Summary System or Backend rates will now be shown in the Quote Summary during creation and on Quote's details page. This way, you can easily figure-out rates which are modified for a particular quote. ![Image showing system rates on quote summary/details](https://sembark.com/assets/images/uploads/release-1-142-system-rates-visiblity-in-quotes.jpeg) ## Sales Report for Sales Person Sales Person can now view their own monthly sales reports from the Sales Reports module which can be accessed from `Top Navigation > Trips > Sales Report`. ## Other Improvements - Trip Source(Agent’s) Contact/Enquiry Person details can now be provided during the source creation itself, in a single step. Trip Source and Contact both will be auto selected now. - For In-Progress Leads now you can easily check last followup time and plan next followup accordingly. - 1- Rounding option in Quotation pricing - Option to remove wrong images from Hotels/Transport.. (Click on Update Image then Remove button is there) - Activities duplicate option during quotation (If you use multiple activities in same day, you can use copy/duplicate button in the right side) - New singleton cab price calculation metric which give a value of 1 and can be used to give Total per/cab price - Highlight the Company Name in Hotel Booking Enquiry Email ## Release Notes Current release: [Proforma Invoice and Guest City](https://sembark.com/travel-software/release-notes/1-142.md) ### 2026 * [v1.177 — Customisable Hotel Reports, Cab Type Indicators, Voucher and Email Enhancements](https://sembark.com/travel-software/release-notes/1-177.md) * [v1.176 — AI Email Parsing & Revocable Permissions](https://sembark.com/travel-software/release-notes/1-176.md) * [v1.175 — Advanced Quote PDF Template Settings, Branded & Non-Branded PDF](https://sembark.com/travel-software/release-notes/1-175.md) * [v1.174 — Activity Voucher, Activity FOC, Total FOC & Trip Plan Request- Bulk Assign](https://sembark.com/travel-software/release-notes/1-174.md) * [v1.173 — Stop Sale & Blackout Dates, Customer Payment Preferences, and Pick-up & Drop Locations](https://sembark.com/travel-software/release-notes/1-173.md) * [v1.172 — Supplier Payment Preferences, Transport Cost Distribution, and Trip Source Enhancements](https://sembark.com/travel-software/release-notes/1-172.md) * [v1.171 — Bulk Payment Clearance, Quote PDF Enhancements, and Supplier Management Improvements](https://sembark.com/travel-software/release-notes/1-171.md) * [v1.170 — Enhanced Sales Reports, Transport Service Improvements, and Cab Metric Pricing Sheet System](https://sembark.com/travel-software/release-notes/1-170.md) * [v1.169 — Multi-Guest Management, Enhanced Proforma Invoice, and All Task Filters](https://sembark.com/travel-software/release-notes/1-169.md) * [v1.168 — Hotel Suppliers, Multi-Month Reports Download, Quote PDF Template, Bulk Trip Sales Assignment](https://sembark.com/travel-software/release-notes/1-168.md) ### 2025 * [v1.167 — Hyper localisation of Currency, Trip Plan Request Follow-up Notes](https://sembark.com/travel-software/release-notes/1-167.md) * [v1.166 — Transport Services Edit, General Hotel Notes, New metrics, Multi cab Management in Single Service, and Cab Capacity](https://sembark.com/travel-software/release-notes/1-166.md) * [v1.165 — Advanced Flight System and Account Protection](https://sembark.com/travel-software/release-notes/1-165.md) * [v1.164 — Travel Activity Bulk Disable,Trip Voucher Customisation, Trip Source Management & Transport and Travel activity logs](https://sembark.com/travel-software/release-notes/1-164.md) * [v1.163 — Multipurpose Hotel Notes, Self Booked Accommodation, Custom Column Report & Upgraded Proforma Invoice ](https://sembark.com/travel-software/release-notes/1-163.md) * [v1.162 — Advanced Lead Assignment, Trip Plan Request Dashboard, Hotel Booking Sharing Via WApp](https://sembark.com/travel-software/release-notes/1-162.md) * [v1.161 — Task Management, Transporter wise Rates, OnTrip Changes, Rate compare in Profit Report, Hotel Entry Method ](https://sembark.com/travel-software/release-notes/1-161.md) * [v1.160 — Component-wise Markup and Taxation in Itinerary Builder](https://sembark.com/travel-software/release-notes/1-160.md) * [v1.159 — Bulk disabling of Transport Service, All operational services download for a trip, Transport Service Closing days & Hotel edit log & history checking](https://sembark.com/travel-software/release-notes/1-159.md) * [v1.158 — Proforma Invoice Templates and Quote PDF Banners](https://sembark.com/travel-software/release-notes/1-158.md) * [v1.157 — Improved Password Security and User Management](https://sembark.com/travel-software/release-notes/1-157.md) * [v1.156 — Trip-Wise Transport Ledgers and Improved Hotel Listing](https://sembark.com/travel-software/release-notes/1-156.md) * [v1.155 — Trip Source/Agent Tagging and PDF/Email Customizations](https://sembark.com/travel-software/release-notes/1-155.md) * [v1.154 — Payment Receipt, Hotel Check-In-Out Reports](https://sembark.com/travel-software/release-notes/1-154.md) * [v1.153 — Quick Vouchers, Lock/Unlock Trip and Monthly Accounts Ledgers](https://sembark.com/travel-software/release-notes/1-153.md) * [v1.152 — Activity Closing Days and Trip Operations Overview Download](https://sembark.com/travel-software/release-notes/1-152.md) ### 2024 * [v1.151 — Tax Types, Trip Cost-Profit Report and 2FAs](https://sembark.com/travel-software/release-notes/1-151.md) * [v1.150 — Monthly Tour Downloads, Trip Check-In Reports and Multi-Timezone Access](https://sembark.com/travel-software/release-notes/1-150.md) * [v1.149 — Travel Activity Ticket Bookings and Suppliers](https://sembark.com/travel-software/release-notes/1-149.md) * [v1.148 — New Dashboard, To-Dos and New Roles](https://sembark.com/travel-software/release-notes/1-148.md) * [v1.147 — Email Docx Download and Template Customizations ](https://sembark.com/travel-software/release-notes/1-147.md) ### 2023 * [v1.146 — Customization of Quote Email and PDF Template](https://sembark.com/travel-software/release-notes/1-146.md) * [v1.145 — Salesperson, Destination and Source Reports](https://sembark.com/travel-software/release-notes/1-145.md) * [v1.144 — Multi-Category Quotations](https://sembark.com/travel-software/release-notes/1-144.md) * [v1.143 — Trip Sources Merging](https://sembark.com/travel-software/release-notes/1-143.md) * [v1.142 — Proforma Invoice and Guest City](https://sembark.com/travel-software/release-notes/1-142.md) * [v1.141 — Cab Types Management and Destination-wise Contact or Billing Addresses](https://sembark.com/travel-software/release-notes/1-141.md) * [v1.139 — Hotel Advanced Search, Marketing Person Leads, Website/Ads Leads Tagging](https://sembark.com/travel-software/release-notes/1-139.md) * [v1.138 — Activities and Transports](https://sembark.com/travel-software/release-notes/1-138.md) * [v1.137 — Cab Price Calculator for Quotes](https://sembark.com/travel-software/release-notes/1-137.md) ### 2022 * [v1.135 — Merge Hotels and Destination-wise Support Numbers](https://sembark.com/travel-software/release-notes/1-135.md) * [v1.133 — Select Same Cabs to Quote for All Days](https://sembark.com/travel-software/release-notes/1-133.md) * [v1.131 — Download Trip Sources and Guest Data](https://sembark.com/travel-software/release-notes/1-131.md) * [v1.120 — Markups in Quotes](https://sembark.com/travel-software/release-notes/1-120.md) * [v1.105 — API Integrations](https://sembark.com/travel-software/release-notes/1-105.md) * [v1.104 — Images in Quote PDFs and More Personalization](https://sembark.com/travel-software/release-notes/1-104.md) ### 2021 * [v1.99 — Add Similar Hotel Options in Packages](https://sembark.com/travel-software/release-notes/1-99.md) * [v1.98 — Open Signup and Test Data Mode](https://sembark.com/travel-software/release-notes/1-98.md) * [v1.96 — Trip Cancellation and Payment Refunds](https://sembark.com/travel-software/release-notes/1-96.md) ### 2020 * [v1.72 — Hotel Bookings Ledger](https://sembark.com/travel-software/release-notes/1-72.md) * [v1.70 — Introducing Sales Reports](https://sembark.com/travel-software/release-notes/1-70.md)