Invoicing
SharePoint
Company Policies
Salesforce
100

A Booking should be invoiced in Travelworks within...

24 hours of booking 

100

Define SOV Runway Ready and what it is used for...

Resources

100

What is your Branch Float used for

Your float is only to be used for the purpose of breaking bills to smaller dominations when a client is paying you in Cash

100

To send a Group Lead Template, you will go into the...

Lead

200

If you charge the Clients CC via Chase - Example: Purchasing Gift Certificates, what form of payment is used in TWs?   

Merchant Card 

200
Where do you need to put your supplier invoices when received in your inbox...
SOV Shared Folders - Branch Folder - under Supplier Invoices
200

When to Charge the OPC

If you are agent who works in the Quebec Agency, or if the client resides in Quebec 
200

To send a Cruise Template, you will go into the...

SOV Contact 

300
You must ensure your (BLANK) is updated correctly before filling out a cheque request 

Invoice 

400

Under which section would you review to check that your commission is correct in Travelworks...

File Historic - Vendor / Balance section 

400

When not to use the Business Travel Account (BTA)...

  • Signature and Sunwing Payments
  • To pay for or to guarantee non-pre-paid hotel and car reservations
  • Manulife Insurance
  • Hola Sun (client paid cash or debit must submit a cheque request to accounting for payment)
  • Expedia TAAP LAND ONLY 
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