I’d like to help you get insurance setup so that it can be billed correctly on your invoices. I’ll give you a very brief overview so that you’ll know what options already exist and what kind of information we’ll need. Then we can setup a meeting and discuss it further whenever you’re available.
Insurance in Tour Tools
Under Settings -> Business Settings -> Insurance Tables Tab
A Policy code and insurance type is filled out and the various tiers are entered based on Tour Price.
Then in the Tour Record, on the main tab, the insurance code for the tour can be specified.
In the bookings record, purchasing insurance can be specified by checking the “Ins” box in the Prices/Options tab.
The price of the insurance will be calculated through that table based on Policy code and trip amount and multiplied by the number of passengers.
The total insurance amount will display in bookings on the Payments/Refunds tab and on the invoice.
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