Group booking management and automated invoicing

Purpose

1.1. Automatically manage group flight bookings, coordinate passenger data intake, ticket allocation, and automate group-specific invoicing workflows.
1.2. Consolidate multi-passenger reservations, synchronize internal CRM, track payment statuses, and deliver timely invoices segmented by booking reference.
1.3. Reduce manual errors, ensure compliance with airline procedures, optimize workflow speed, and provide an auditable trail for corporate and large-scale ticketing clients.

Trigger Conditions

2.1. New group booking form submitted via web portal or email.
2.2. Incoming reservation confirmation email from GDS platform or airline API.
2.3. Manual approval or updates to group booking in agency’s back-office system.
2.4. Payment status change within agency’s CRM or ERP.
2.5. Flight schedule modification or notification from airline provider.

Platform Variants

3.1. Salesforce
• Feature/Setting: ‘Process Builder’ or ‘Flow’ for new group booking record — configure to trigger invoice object, tie passenger records, and send notifications.
3.2. Microsoft Dynamics 365
• Feature/Setting: ‘Power Automate’ flow — listen to ‘Booking’ entity updates, automate creation of ‘Invoice’ entity, and sync passenger lists.
3.3. Sabre Red 360
• Feature/Setting: Red App API for group PNR — configure to detect new group PNR and push data to external endpoints.
3.4. Amadeus for Developers
• Feature/Setting: Set up ‘Booking Management’ API to retrieve new group bookings and trigger invoice creation via connected accounting service.
3.5. Galileo Travelport Universal API
• Feature/Setting: ‘PNR AddMultiElements’ — configure webhook to push on new group reservation, extracting passenger manifest for invoicing.
3.6. SAP Concur
• Feature/Setting: ‘Expense API’ — automate import of group bookings and matching of invoice records for business travel clients.
3.7. Stripe
• Feature/Setting: ‘Invoices API’ — auto-generate invoice items based on group manifest and send to billing contacts.
3.8. QuickBooks Online
• Feature/Setting: ‘Create Invoice’ API — trigger on submission of group booking data, split line items by traveler or sector.
3.9. Zoho Books
• Feature/Setting: Workflow rule on ‘Sales Invoice’ — configure to trigger from group reservation in Zoho CRM.
3.10. Xero
• Feature/Setting: ‘Invoices Endpoint’ — listen for new group booking input from reservation system and build invoice.
3.11. Mailgun
• Feature/Setting: ‘Send Email’ API — automate delivery of group confirmation and invoice PDFs to group organizer.
3.12. Slack
• Feature/Setting: Workflow builder for channel alerts — group booking status and invoice dispatch notifications.
3.13. DocuSign
• Feature/Setting: ‘Envelope Creation’ API — send terms & payment agreements for electronic signature upon group booking.
3.14. Google Sheets
• Feature/Setting: Apps Script trigger for new row (group booking) — call invoicing system API for invoice auto-generation.
3.15. Zendesk
• Feature/Setting: Trigger on ticket creation/update with group keyword — automatically generate task for invoicing agent.
3.16. NetSuite
• Feature/Setting: SuiteScript trigger on ‘Sales Order’ creation — auto-generate invoice and booking status update.
3.17. HubSpot
• Feature/Setting: Workflow automation on ‘Deal’ stage with airline group tag — sync invoice creation tasks.
3.18. Freshdesk
• Feature/Setting: Observe group inquiry ticket, setup webhook to finance team for bulk invoice request.
3.19. Trello
• Feature/Setting: Automation rule to generate card for each group booking, trigger invoice checklist via API.
3.20. Monday.com
• Feature/Setting: Automation recipe – when a group booking item is created, auto-create invoice item and status notification.
3.21. AirTable
• Feature/Setting: ‘Script automation’ for group booking table — trigger invoice record and push to accounting API.
3.22. SendGrid
• Feature/Setting: Transactional template for invoice dispatch on group booking event.
3.23. Oracle NetSuite ERP
• Feature/Setting: Trigger on group reservation record to generate and email invoice automatically.
3.24. Intercom
• Feature/Setting: Custom bot to intake group booking details, pass data to invoice creation workflow.
3.25. Twilio
• Feature/Setting: SMS alert to organizer for invoice issuance and payment reminders post-group booking intake.

Benefits

4.1. Accelerates group reservations and invoice turnaround for large ticketing requests.
4.2. Mitigates manual mistakes and assures compliance with airline and client agreements.
4.3. Integrates multi-channel communication for status and payment prompts.
4.4. Enhances audit readiness and end-to-end visibility for agency and client.
4.5. Scalable for diverse booking volumes and adaptable to multi-accounting environments.