Adding Optional Billing Fields for Travel Bookings

Follow

Within Certify Travel, Optional Billing Fields can be used to require travelers to enter other details you may need for the trip. For example, identifying a cost center, reason for the trip, or project code. This article shows you, an administrator, how to add optional billing fields. 

Step 1: From the Certify homepage, select Travel, and select then Search & Book Travel.

search_and_book.png

Step 2: Select Company Settings in the left panel. 

company_settings.jpg

Step 3: Scroll to the Optional Billing Fields section. Click Add New Optional Billing Field.

obf_1.jpg 

Step 4: Add the Field Name, decide if the options should be pre-set (a drop down menu) or free-text, and if the field is mandatory or optional. Click Save

obf_2.jpg

Step 5: The new field will now be saved.obf_4.jpg

It will show on the Book Your Flight screen, right before the traveler books their trip. 

Please Note: Optional Billing Fields can also be set per travel policy within the Travel Policy section in the left panel.

obf_3.jpg

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments