Customer offers are available on Professional and during the trial. Each version keeps the customer details, prices, travel details and terms as they were when you shared it.
Prepare and share an offer
- In Invoices, create an unpaid proforma in draft or sent status. Review its customer, currency, line items and tax. Add a group to include its dates and hotels.
- Choose Customer offer → Create offer link. Set an expiry within 90 days and choose the customer page language. The date picker shows its time zone; saved timestamps display in UTC.
- Describe the room arrangements, flights, transfers and other inclusions in Travel details. Enter the payment schedule, conditions and cancellation terms in Offer terms.
- Submit, then reopen Customer offer to copy the private link or choose Share using WhatsApp. This opens WhatsApp for you to select the recipient and send the link yourself.
Anyone holding the link can view and accept it. Share it only with the intended customer. The page is excluded from search indexing and has no marketing analytics.
Customer acceptance
The customer reviews the saved version, enters their full name and optional email, and checks the acceptance box. Ziyara records the time and exact version; repeated submissions preserve the first acceptance. The customer can print or save a copy.
Acceptance records agreement to the offer. It does not collect payment, reserve a seat or confirm hotel or flight availability. The agency confirms the booking separately. The supplied name and email are not identity verification or a certified electronic signature.
Changes and expired links
Changing a group or proforma does not change an already shared version. Create another version to replace an unaccepted offer; its previous link stops accepting. You can also Revoke pending link. Expired or revoked versions remain in the history.
Accepted versions cannot be edited, revoked or replaced. For a different offer, create a new proforma.
Create the invoice
After acceptance, choose Customer offer → Create invoice from acceptance and confirm. Ziyara creates one draft invoice using the saved currency, line items, tax and terms. Repeating the action returns the same invoice. The original proforma stays in the history as cancelled.
Only an unpaid proforma with no payment records can be used for this workflow. Review and finalize the resulting invoice using your normal process. Staff with permission to manage money can create and convert offers; read-only roles cannot.