Inside a trip

Overview, Itinerary, Bookings, Payments, Documents. Where each part of the job lives once a trip exists.

Open any trip and a rail on the left splits the work: Overview and Itinerary under General, then Bookings, Payments and Documents under Finances. The finance tabs work on proposals too, so a deposit can exist before the deal is formally sold.

Overview holds the pricing table, the group totals, the client link, the travellers and the trip settings. Itinerary is the editor. While a deal has open proposal options, Overview and Bookings name which option they are showing and let you switch it right there.

The day the client says yes

1. Overview: check the price the client accepted and set the trip's dates if they were flexible.
2. Bookings: start reserving. Set each row to requested as you send the emails.
3. Payments: split the package into the deposit and the balance, and put a date on each.
4. Documents: generate the deposit invoice.

Bookings: the supplier side

Bookings tracks what you owe suppliers, never what the client pays. Every itinerary item becomes a row with its supplier, your cost, a confirmation number and a status, and the header counts what is still to book. It has its own guide: bookings.

Documents: what you send and file

Documents keeps the invoices you generate and the supplier invoices you attach. You can also upload PDFs or images up to 10MB, each with a type and a label so the folder stays readable. The Generate invoice button is here too.

Payments has its own guide: payments and invoicing.