Product/MoneyPro plan
Know who owes what, on every trip.
Invoices for clients, bills for suppliers and an installment schedule on both sides. Log every payment, verify it, and see exactly what’s coming in and going out.
PaymentsEvery installment, in and out
Due this week$18,4009 installments
Overdue$3,2502 clients
Paid this month$46,90031 payments
Owed to suppliers$12,780Next due Friday
IncomingOutgoingUpcomingOverduePaidRecent
InstallmentClientInvoiceDueAmountStatus
IH-INST-0412Emma WalshIH-0042-INV-0001Today$2,400Due today
IH-INST-0409Okafor familyIH-0038-INV-00023 days ago$1,250Overdue
IH-INST-0405Sofia MarinIH-0051-INV-00011 Jun$2,610Upcoming
IH-INST-0398Yuki TanakaIH-0033-INV-000128 May$1,800Paid · to verify
IH-INST-0391Rafael CostaIH-0029-INV-000324 May$3,100Paid · verified
Log paymentIH-INST-0412
Amount$2,400
MethodBank transfer
Paid on12 May
ReferenceTRF-88213-WALSH
Log paymentHow it works/ Invoice · schedule · collect
01
InvoiceRaise the invoice from the confirmed reservation, with line items suggested for you.02
ScheduleSplit what the client owes, and what you owe suppliers, into dated installments.03
CollectLog each payment as it arrives. Finance verifies it and the ledger stays straight.[01] Invoices/ From the reservation
Invoices built straight from the trip.
Tripdocks suggests the lines from the reservation’s hotels, transport and activities, numbers the invoice from the lead and renders it in your brand.
- Line items suggested from the confirmed reservation
- Numbered from the lead, so every invoice traces back
- Branded PDF with your terms, signature and stamp
- Invoiced, paid, outstanding and overdue on every lead
Island Hop Travel14 Harbour Street, Singapore
InvoiceIH-0042-INV-0001
Bill toEmma WalshSwiss Alps · 12–19 Jun
Lines suggested from reservationHotelsLucerne Lakeside, Zermatt Matterhorn Lodge · 7 nights
$5,120TransportSwiss Travel Pass, first class · airport transfers
$1,460ActivitiesJungfraujoch, Glacier Express seats
$920Total$7,500
Installments
Advance · paid 2 Apr$1,500
Second · 12 May$2,400
Balance · 29 May$3,600
Terms: Standard booking terms · v4STAMP
[02] Installments and payments/ Both sides of every trip
Every installment, logged and verified.
Clients rarely pay in one go, and neither do you. Schedule installments for invoices and supplier bills, log payments, and let finance verify them.
- Dated installments for clients and suppliers
- Amount, method, date and reference on every payment
- Verify a payment, or revert one with a reversing entry
- Refunds scheduled when a trip is cancelled
ScheduleClientSupplier
012 Apr$1,500Paid · verified
0212 May$2,400Paid · to verify
0329 May$3,600Upcoming
+ Add installmentPayment 02
Amount$2,400
MethodBank transfer
ReferenceTRF-88213
Logged byMaya K.
RevertVerify
[03] Ledger and accounts/ Where the money sits
One ledger for the whole agency.
Every payment in and out lands in one ledger against the account it moved through. Nothing is deleted; mistakes are reversed in the open.
Accounts+ Add
BankOperating accountDBS · ••4418
$84,210Supplier paymentsHSBC · ••0921
$22,640Front deskPetty cash
$1,180LedgerGrouped by booking
TxnDateNarrationAccountAmountStatus
TX-220712 MayEmma Walsh · installment 02Operating+$2,400To verify
TX-220612 MayLucerne Lakeside Hotel · bill BL-2291Supplier−$640Verified
TX-220110 MayRafael Costa · installment 03Operating+$3,100Verified
TX-21989 MayRefund · Okafor family, cancelled tourOperating−$300Verified
TX-21908 MayReversal of TX-2188, logged twiceOperating−$1,250Reversal
- Bank and cash accounts, organised in groups
- Every transaction, grouped by booking
- Incoming and outgoing payments, upcoming to overdue
- Payment history for every installment
Flags installments about to fall overdueA short list each morning of who to call.
Coming nextDrafts payment reminders for clientsA friendly WhatsApp message, ready for you to send.
Coming nextMatches payments to installmentsSuggests which installment a transfer belongs to.
Coming next/ More of Money