Home → Arctic Reservations → Getting Started: Configuring your Installation → Step 7: Invoice Items
1.8. Step 7: Invoice Items
In order to make invoice management and billing easier, you can setup predefined items in Arctic Reservations. These can be very easily added to invoices. In addition, you can setup automatic discounts and standard discounts through the item templates manager. To set up preset items, go to the "Settings" page under "Invoicing" choose "Manage Item Templates" by clicking the "Pencil" icon.
Click "Create Item Template" and the tell Arctic what kind of item you want to create, i.e. standard charge, add on fee ($), add on fee (%), etc.
We recommend creating items for:
- Forest service/BLM or other fees: These can be setup as either a percentage of the trip, or as a per day fee.
- Promotional discounts: By creating promotional discounts, you can configure them to be automatically added to reservations matching certain criteria. In addition, your reservation agents will be able to easily add them to invoices, without having to manually reenter details. Once you create a discount item, an "Automate" button appears. Clicking the "Automate" button brings up options related to the discount and allows you to set conditions which will govern when & how the discount is applied automatically.
You should not create items for your trip costs here. To create trip costs you must first enable them by going to the "Trips" section of the "Settings" page and choosing "Estimate Trip Costs and Margins". Once this is enabled you will be able to create trip costs during "Trip Type" creation (Step 10).