Customer

Lisa Jones

Persona Email Tel
General ljones@gmail.com 07 4674 3635
Business - -
Family - -
Personal - -

Interaction history

Enquiry Booked Brand Store Consultant Dest Depart Air Land Insur. TTV Comm Margin Receipts Outstanding receipts Payments Outstanding payments Expected commission Actual commission Status
12.01.14 Jane LHR 09.09.13 $0.00 $0.00 10% $0.00 Enquiry
Totals 0.00 0.00 0.00

Financial history

Trans ID Trans type Created by Paid by / paid to Amount Status Transaction type Transaction date
- - - - - - - -

Credits on hold

Reference Supplier Supplier ref. number Redemption information Redemption type Amount Expiry date

Email history

Date Consultant Type
- - -

TUD ID #3586010   James Hicks

Persona Email Tel
General jameshicks@gmail.com 01 2345 6789
Business jameshicks@mybusinessname.com 07 3359 2622
Family - -
Personal - -

Interaction history

Enquiry Booked Brand Store Consultant Dest Depart Air Land Insur. TTV Comm Margin Receipts Outstanding receipts Payments Outstanding payments Expected commission Actual commission Status
09.09.13 09.09.13 FC Online Online SYD 09.09.13 $10,000 $70.00 10% $0.00 $5,000.00 $- $10,000.00 $5,000.00 $6,500.00 Booking
06.01.13 20.02.13 FC Queens St Brittany LDN 29.03.13 $10,000 $150.00 10% $0.00 Quote
06.09.13 FC Online Online VCR 13.07.14 $10,000 $500.00 10% $0.00 Declined
05.09.13 07.09.13 FC Online Online SYD 07.09.13 $10,000 $0.00 10% $0.00 Booking
05.09.13 09.09.13 ET Colonnades Ben LHR 07.09.13 $10,000 $330.00 10% $0.00 Booking
03.09.13 ET Colonnades Courtney MSC 03.09.13 $10,000 $0.00 10% $0.00 Quote
03.09.13 ET Colonnades Courtney BNE 03.09.13 $10,000 $0.00 10% $0.00 Booking
Totals 0.00 0.00 0.00

Financial history

Trans ID Trans type Created by Paid by / paid to Amount Status Transaction type Transaction date
1234 Receipt Peter McCall James Hicks 100 Invoice Cash 11/11/2013
4567 Payment Peter McCall Budget 250 Paid Payment Gate 13/11/2013
8901 Receipt Peter McCall James Hicks 50 Customer profile Credit card

Credits on hold

Reference Supplier Supplier ref. number Redemption information Redemption type Amount Expiry date
12345 Virgin 79545291004 Book through Virgin hotline Airline credit $100 07/10/2014
12345 86786754444 $50 06/10/2014

Email history

Date Consultant Type
25/06/2013 - 13.45 Iain Smith Quote
24/06/2013 - 10.11 Fred Flintstone Tax Invoice #122335456

Trip

T6123345 T2028447 Enquiry Quote

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Import

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Trip option 01

T2028447 Quote

Documents

Invoice

Product Supplier Ref Date Description RSP Sell Buy Comm Consultant Store Margin
Air Qantas CCQ99 2013/07/01 BNE-SIN; SIN-BNE $2000.00 $2000.00 $1900.00 $100.00 Lisa Smith FC Queen Street 20%
Accomm Quickbeds QBQ99 2013/07/01 Orchid Airport Hotel $200.00 $200.00 $175.00 $25.00 15%
Accomm Quickbeds QB456 2013/07/01 Sheraton 7 nights $200.00 $200.00 $175.00 $25.00 25%

Products


James Hicks

Travellers

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Personal details

 

Linked travellers

Profile ID First name Last name Date of birth Email
12345 Lisa Hicks 12 Oct 1970 LisaHicks@gmail.com
86543 Lisa Hicks 16 Nov 1981 lrhicks@ecosse.net
566789 Lisa Hicks 09 Jun 1984 lisa.hicks@bigpond.com.au
786834 Lisa Hicks 17 Oct 1972 lhicks@yahoo.com
TUD profile ID First name Last name Relationship
12345 Susan Hicks Wife
45647 Lisa Hicks Daughter
83765 Ryan Hicks Son

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Details

Pricing

Notes

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Booking payments

Supplier payments Customer payments
Quote line Supplier Deposit due Deposit Amount Final due date Final Amount Receipted amount Quoted sale amount Expected commission Deposit dates Deposit amounts Final payment date Final payment amount
AIR Qantas $100.00 $2,000.00 $100.00
ACCOMM Quickbeds $0.00 $200.00 $50.00
ACCOMM Quickbeds $0.00 $200.00 $25,00.00

 

Payment allocation:

Invoice 2013426252

Product Supplier Ref Description Outstanding Pay now Due/TTL
AIR Qantas CCQ997 BNE-SIN; SIN-BNE $2,000.00 01/07/2013
ACCOMM Quickbeds QB123 Orchid Airport Hotel $200.00 30/07/2013
ACCOMM Quickbeds QB456 Sheraton: 7 nights $2,100.00 30/07/2013
TOTAL FOR 2013426252 $4,300.00

Invoice 2013063085

Product Supplier Ref Description Outstanding Pay now Due/TTL
AIR Qantas CCQ997 BNE-SIN; SIN-BNE $179.00 15/07/2013
TOTAL FOR 2013063085 $179.00
Allocate Against Customer Profile
Receipt totals

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Refund #12345

Invoice item Supplier Product Payment date Customer receipts Supplier payments FCL fee Expected refund date Expected refund
1234 Budget Car 22/01/2013 400 300
45656 Local B&B Land 10/02/2013 100 100
Total FCL fee:   Total refund:  

Personal details

Persona

Linked travellers

Profile ID First name Last name Date of birth Email
12345 Lisa Hicks 12 Oct 1970 LisaHicks@gmail.com
86543 Lisa Hicks 16 Nov 1981 lrhicks@ecosse.net
566789 Lisa Hicks 09 Jun 1984 lisa.hicks@bigpond.com.au
786834 Lisa Hicks 17 Oct 1972 lhicks@yahoo.com
TUD profile ID First name Last name Relationship

We already have a profile which matches those details. Please click on one below to open.

TUD profile ID First name Last name Phone Email
12345 James Hicks 01 2345 6789 jhicks@yahoo.com
787565 James Hicks 04 6544 6754 james_hicks@bigpond.com.au
354565 Jim Hicks 03 5678 5644 jimhicks@gmail.com

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Personal details

Linked travellers

Profile ID First name Last name Date of birth Email
12345 Lisa Hicks 12 Oct 1970 LisaHicks@gmail.com
86543 Lisa Hicks 16 Nov 1981 lrhicks@ecosse.net
566789 Lisa Hicks 09 Jun 1984 lisa.hicks@bigpond.com.au
786834 Lisa Hicks 17 Oct 1972 lhicks@yahoo.com
TUD profile ID First name Last name Relationship
12345 Susan Hicks Wife
45647 Lisa Hicks Daughter
83765 Ryan Hicks Son

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Refund #12345

Invoice item Supplier Product Payment date Customer receipts Supplier payments FCL fee Expected refund date Expected refund
1234 Budget Car 22/01/2013 400 300
45656 Local B&B Land 10/02/2013 100 100
Total FCL fee:   Total refund:  

Available

Reference Supplier Supplier of number Redemption information Redemption type Expiry Amount Credit to apply
12345 Virgin 79856958474 Book through Virgin hotline Airline Credit 7/10/2014 100
12345 Virgin 86787544 Agency Credit 6/10/2014 50
Total credit applied:  

Avalable

Receipt no. Receipt method Receipt subtype Amount Received by Received date Received amount to apply
12345 Cash 500 Peter McCall 14/05/1901
12345 Credit card AMEX 50 Joshua Wale 9/04/1900
Total customer funds applied:  

#12345

Receipt reference Receipts received Receipts type Received from Date Refund type Customer refund type Customer refund allocation
1234 $400.00 Credit card Peter McCall 22/01/2013 Credit card
2314214 $250.00 Cash Peter McCall 10/01/2013 Bank transfer

There appears to be 3 duplicate profiles for this customer in the system. These will be merged and assigned one ID.

Matching details

Aaron
Hicks
ahicks@gmail.com
07 4536 2534