Client payments
Charge your clients from the trip file.
Take planning fees, deposits and balances by card or payment link, and see who has paid right on the trip.
Autumn in Japan
The Hartmans · Oct 12 – 24
Deposit
$8,000.00
Invoice INV-1042 · to Sarah Hartman
Card
•••• •••• •••• 1881on file
Name on card
Sarah Hartman
Invoice INV-1042 · Meridian Travel Co.
Invoice INV-1042$17,430.00
Planning feePaid Aug 14$750.00
DepositThis payment$8,000.00
BalanceDue Sep 28$8,680.00
Autumn in Japan
The Hartmans · Oct 12 – 24
Deposit
$8,000.00
Invoice INV-1042 · to Sarah Hartman
Paid · just now
$8,000.00
Invoice INV-1042$17,430.00
Planning feePaid Aug 14$750.00
DepositPaid · just now$8,000.00
BalanceDue Sep 28$8,680.00
Charge your planning fee the day a client says yes.
The fee shows next to the commission and your costs on the trip, so you can see what the trip really earns.
Your client pays the deposit or the balance from a link.
Request the payment from the trip and send the link. When your client pays, the trip shows it as paid, so you can see what they still owe.
Autumn in Japan
The Hartmans · Oct 12 – 24
Deposit
$8,000.00
Invoice INV-1042 · to Sarah Hartman
Card
•••• •••• •••• 1881on file
Name on card
Sarah Hartman
Invoice INV-1042 · Meridian Travel Co.
Invoice INV-1042$17,430.00
Planning feePaid Aug 14$750.00
DepositThis payment$8,000.00
BalanceDue Sep 28$8,680.00
Keep a card on file and get a signature for supplier charges.
Your client’s card stays on file for the next payment. For a supplier charge, send a card authorization and your client signs it on their phone, so you have their signature if the charge is ever questioned.
Send invoices from the trip.
Each invoice lists the planning fee, the services and when the balance is due, so you aren’t keeping track in a spreadsheet.
Payments are processed by Stripe.
Related
- CommissionsSee what each booking should pay, match statements to bookings and pay each agent their share.
- ClientsTake a photo of a passport and the fields fill in. Preferences, loyalty numbers and family are on the same file.
- TripsBookings, payments, forms, email and tasks are all on the trip, so another agent can take it over.
Stop waiting for deposit checks in the mail.
14 days free. No card needed. Then $35 a month for you and $24 a month for each teammate, billed annually.