Selling a Trip

Trips typically take multiple deposit payments over time, as reservations are created and edited sometimes years in advance.

When the trip is complete, you will sell the trip. This will close all reservations and move all payments from deposits status to sales/income with just a single click.

We do not recommend doing this until all travelers return from the trip in case of last minute reservation edits - someone changes their mind while on the trip and adds an option, or feels they are owed a discount, etc.

• Charters, because of their frequent nature, can be (and usually are) set up to auto-sell the day after they occur. This article refers to "Travel" or destination group trips.

When you are ready to sell the trip:

1. Go to Trips > Travel > Manage Travel.

2. Search for the trip you are selling. You most likely will need to select View Past from the available search filters.

3. You will see a red SELL TRIP button to the right; click this.

4. Orchid POS will confirm that you do want to close and sell the trip. Click OK to proceed.

5. The screen will load momentarily and then you will see a confirmation of invoices created. As part of this process, Orchid POS automatically creates an invoice for each reservation. On these invoices, you will see the credit of the total deposit payments and another line showing the final sale of the trip.

• During this process, if any customer has a remaining balance on the trip, that balance will be moved to House Account to be paid later.
• If the customer had overpaid, an Instore Credit will be generated.

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