Send Invoices

This guide shows a quick way to find a reservation, enter edit mode, and email the appropriate confirmation and itinerary PDFs. It explains how to choose agency vs. guest documents (what each includes), select files, add recipients, and send them. Follow it to efficiently deliver the correct invoice/confirmation to the right recipients.

8 steps
52 seconds

Windstarcruises

Click on the menu icon to display options.

Click [[Find Reservation]]

Enter reservation number and click [[Search]]

Select the reservation by clicking anywhere on the line. Click on the toolbox icon.

Click [[Edit ]]to enter edit mode on the selected reservation.

Reservation opens on the Summary Tab in edit. \ Click again on the toolbox.

Click [[Print/View Confirmation]]

1. Toggle between Agency or Agent documents 2. Select the documents you wish to send. \ **Agency confirmation** shows commission information. **Guest confirmation** shows only Guest facing information. \ **Detailed itinerary** shows all other items such as Onboard Credit. 3. Enter your email if not populating automatically and/or add another recipient. 4. Click [[Send Email]] 5. Close when complete.

Your PDF documents should be in your inbox shortly!