Invoice & Reporting Overview
Travel Business Connector adds a custom travel invoice report that shows the booking details your customers need to see. The same report is used for invoices and credit memos, and it can also be previewed before a document is posted.
What Makes It Different
Standard Business Central invoices show item lines with quantities and amounts. The custom travel invoice goes further by including:
- Flight details -- routes, flight numbers, dates, departure and arrival times
- Hotel details -- property name, city, check-in and check-out dates, number of nights
- Car rental and ground transport details -- company, vehicle or service type, pickup and return
- Passenger names -- the traveler each booking line belongs to
- PNR and ticket numbers -- booking references for easy cross-referencing with the booking system
- Reference fields per line -- Department, Cost Center, Customer Project, Requisition No, Employee ID and Requester
The invoice always shows VAT per line together with a VAT summary grouped by VAT rate at the bottom of the document.
This additional data comes from the booking information that was stored when the AIR file was imported and turned into a sales order.
Configurable Per Customer
One customer setting affects how the invoice is laid out:
| Setting | What It Controls |
|---|---|
| Specify Service Fees | Whether service fees appear as separate lines, or are merged into the booking line they belong to |
You find it at the bottom of the General FastTab on the Customer Card. See Service Fee Specification for details.
How It Works Behind the Scenes
The travel details are not stored on the invoice itself. Each time the report runs -- when you print, email or preview a document -- it reads the posted invoice, credit memo or open sales document, collects the matching booking details, and builds the document from scratch. That means the invoice always reflects the current customer settings and booking data.
The report language follows the Language Code on the Customer Card, so each customer gets the document in their own language.
Before You Start
The travel invoice is not used automatically. An administrator has to select it in Report Selection -- Sales first, otherwise Business Central prints its own standard invoice. See Custom Travel Invoice.
The following sections cover each part of the invoice system in detail.