Customers: companies, families and individuals
The three kinds of customer, their profile, billing details and archiving.
4 min read
A customer is whoever you work for and invoice. Every traveller belongs to exactly one customer, so bookings and invoices always know whose they are.
| Corporate | A company whose employees travel. Keep its travel approver, policy number, payment terms, billing email and tax number on its profile. |
| Family | A household. Add each member as a traveller. |
| Individual | One person who books for themselves. Their traveller profile is made together with the customer, and an individual customer always has exactly one traveller. |
Add a customer
- Open Customers and press New customer.
- Choose the type, fill in the name and any details you have, and press Add customer.
- The customer profile opens. Add travellers on its Travellers tab.
Find a customer
Type the start of the customer's name in the search box. Use the type buttons to see only companies, families or individuals. The list shows 100 at a time; press Show more for the next.
The profile
Overview holds the contact, approver and billing details. To change them, press Edit, then Save changes. Travellers lists the people under the customer, with the state of each passport. Bookings, documents and invoices appear here as they arrive in SunTrip.
Archive instead of delete
A customer you no longer work with can be archived (Managers and Admins). It leaves the list but nothing is lost, and Restore brings it back. Tick Show archived above the list to see archived customers. You cannot add travellers to an archived customer.