Step 1. Navigate to https://app.travelindustrysolutions.com/member/dashboard

Step 2. Click "Master Templates"

Step 3. Choose your template and click here.

Step 4. Choose your customer. Click here.

Step 5. Click "Next".

Step 6. Click the "Amount" field. Ignore if you are not collecting payment.

Step 7. Type in the amount

Step 8. Click the "Trip name or reference" field.

Step 9. Type in your trip name or reference. Hint: Last name, Destination, Year.

Step 10. Click the "Enter memo" field.
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Step 11. Type your memo. Hint: Non-refundable planning fee. Initial trip deposit.

Step 12. Click "Upload File". Use this to attach quotes, files, itineraries, etc.

Step 13. Click "Send Document"

Step 14. Click "Yes".
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​Note: This is a credit card charge authorization only. Card details are in the customer's record.
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