How do I track traveller payments?
You can record and keep track of traveller deposits and payments due on the Payments tab of each itinerary (Incoming Payments).
You can create individual records by selecting the 'Create incoming payment'. Alternatively, you can select the option to 'Apply [a] payment schedule' which will automatically generate multiple payment records e.g. deposit, 2nd payment & final installment. You can create and tailor payment schedules in your Organisation settings (Organisation > Defaults > Payment schedules).
You can also display a Payment Timelines on an itinerary so travellers can keep track and see when payments are due. This can be enabled by ticking the 'Show payments timeline on the itinerary' check-box in the bottom left-hand corner.
Related Articles
Incoming Payments
The Incoming payments subtab allows Users to create and manage Incoming payments. Creating an incoming payment allows customers to keep track of mulitple payments for an itinerary and can be used to create exportable Invoice PDF’s. Updating an ...
Itinerary payments
The itinerary Payments tab provides access to the Incoming payments and the Supplier payments sub tabs. Incoming payments Tourwriter lets you record incoming payments from travellers in a dedicated payments table titled Incoming Payments. This ...
Agency payments
The Agency payments sub tab is only visible when an Agency has being added to an Itinerary. The Agency payments sub tab allows Users to create and manage agency payments so they can reconcile and keep track of agent commission payments to their ...
Xero integration for Incoming payments
When the Xero integration is active, some incoming payment fields are controlled by Xero and cannot be edited in Tourwriter. This article explains which fields sync, when you can edit them, and how account code mapping works — including for credit ...
Webinar: Zoho Analytics Session 2: Preparing essential reports for the busy season (tracking bookings and payments)
Zoho Analytics turns your Tourwriter data into reports that show what needs your attention, so nothing slips when bookings pile up. This guide covers the five busy season reports from our webinar. Two are pre-made and ready to use. Three you build ...