Process to limit the information displayed in Print My Invoice if using the same invoice number for multiple travelers.
If your agency uses invoice numbers for multiple travelers/bookings, there are some filters available in the ‘Print My Invoice’ settings that can be adjusted for that scenario to limit the information displayed on the invoice. Viewing and updating the settings is done when logged into GraspDATA using an Agency Admin login. Anyone with an Agency Admin login can update your ‘Print My Invoice’ settings using the steps below.
Log in with an Agency Admin username, then go to Settings on the left-hand menu and click Agency. Click on the ‘Print My Invoice’ tab. This tab shows the URL used to access your agency’s PMI page and then towards the bottom you will see the words ‘Customize Filters’ and some filter options for Traveler Name, Record Locator, and Ticket/Confirmation #. If you hover your mouse over ‘Customize Filters’ it shows this information in a pop-up box.
This allows you to customize the standard filters on the Print My Invoice webpage. When one of the standard filters are used, you can define whether that filter applies to the invoice level (default) or to the booking level (fine grained).
- Invoice Level Filter: When set to Invoice Level, the entire invoice is returned. This allows the user to see everything in that invoice (ALL passengers, itinerary, payments etc.).
- Booking Level Filter: When set to Booking Level, only the individual booking that matches that criteria will be returned. This allows you to hide other passengers on the invoice and just return information specific to a passenger.
If your agency uses invoice numbers more than once, we recommend using the Booking Level filter. If you update your filters to Booking Level, then search for the invoice number and traveler name, you should only see one traveler.