How to Use YaalaGo CRM

How to Use YaalaGo CRM

Invoices

Manage Your Invoices

View, edit, and upsell your invoices efficiently.

To view your invoices, navigate to the Invoice tab where you'll find a list of created invoices. Let's look at the steps:

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Step 1: Select Invoice Type

Select the type of invoice you'd like to see, as well as specific clients.

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Step 2: Edit Invoice

Choose a specific invoice to edit. You can change the payment method and show remaining amounts.

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Step 3: Toggle Options

You can toggle off the display of remaining amounts if needed.

Step 4: Edit Items

Edit the flights and bookings included in the invoice, and add more by clicking Add Items.

Step 5: Upsell Amounts

You can upsell ticket amounts by selecting $50 for all tickets, and then submit these changes.

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Step 6: Add Transaction

Add a transaction to mark an invoice as paid if one of the items has been paid.

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Step 7: Save Changes

Make sure to save your changes to update the invoice.

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Customer Support: support@yaalago.com