Invoicing & Payments

Invoices, payments, splits, and card authorizations

Invoice Terms & Conditions

Attach agency and supplier terms to invoices, override per invoice, and control what clients see on the public invoice page.

Updated Sep 25, 2026

Payment Reminders & Receipts

Send payment reminders and receipts from the invoice page, and set automatic payment reminders in Automations → Payment reminders.

Updated Sep 24, 2026

Balance Safeguards: Watchdog Digest & Monthly Client Reminders

A monthly sweep that catches every trip with an open balance, including balances added after final payment, and can send clients a recurring statement.

Updated Sep 24, 2026

Final Payment Workflow

Set up deposits, reminders, and balance authorization requests, then process the authorized payment with the supplier and record the result.

Updated Sep 23, 2026

Planning Fees

Charge clients for your time and expertise before or during trip planning — with one-click Stripe payments and automatic receipts.

Updated Sep 22, 2026

Invoices

Create invoices from trips, track payment status, and manage overdue balances across your client bookings.

Updated Sep 22, 2026

How your clients pay

Make a trip payable in one click, share the trip link, and let clients authorize any amount from their trip. No invoice email required.

Updated Sep 22, 2026

Flexible Payments

Let clients pay any amount toward a trip, any time, while still showing your payment schedule and final-payment date as reminders.

Updated Sep 22, 2026

Auto-Invoicing from Bookings

Automatically generate draft invoices when bookings are created or updated, with smart skip logic, retroactive support, and an agency switch to turn it off.

Updated Sep 22, 2026

Card Authorizations

Securely collect client card details for use with your travel suppliers — authorization links, terms, chargeback defense, and PCI-safe storage.

Updated Sep 18, 2026

Destination-Paid Amounts

Resort fees, city taxes and port charges your client settles at the property — how they reach a booking, and why they never belong in your balance.

Updated Sep 1, 2026

Split Payments & Traveler Shares

Divide invoices among trip travelers, send individual payment links, and track each person's balance.

Updated Aug 23, 2026

Recording Payments

Record payments on invoices, assign them to travelers, and track payment history with status updates.

Updated Aug 5, 2026