Start with the expectation
Use supplier commission defaults and booking-linked expectations to build a working picture of what should be received.
Product / Commission tracking
Know what is expected. Record what actually arrived.
Keep expected supplier commission, statement matches, receipts and agent payouts with the work that earned them, without confusing a forecast with money in the bank.
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Review before matching
Stage a statement for review and connect its lines to the appropriate records. A reviewed match is more useful than an unexplained number in a spreadsheet.
Separate receipts and payouts
Record supplier receipts and agent payout records separately. Keep the incoming amount distinct from your agency’s internal distribution.
In the working day
How it fits together
A sold trip, an expected commission and a received commission are different events. TripClerk keeps those ideas separate so your working records can be checked against actual statements. Supplier defaults provide a starting point, not a guarantee that a supplier will pay. Team access and finance boundaries still apply to the underlying records. Use your bank and supplier statements as the authority, then make the software reflect what happened.
- Check the booking’s supplier and commission expectation.
- Review statement lines and record the supplier receipt.
- Record agent payouts and inspect outstanding amounts.
Know the boundaries
TripClerk does not move money, initiate agent payouts or connect directly to a bank or accounting package. Commission records are operational tracking, not a substitute for your accounts.
More about the current limits →Are agent payouts sent automatically?
No. Payout records document activity you handle outside TripClerk.
Does a forecast count as received money?
No. Expectations, reviewed statement matches, receipts and payout records are distinct.
Keep the workflow connected
CRM & pipeline
Keep a client’s details, stage and last conversation beside the work that comes next. A visual pipeline helps the whole agency see which enquiries need attention.
Proposals to bookings
Present trip options, share a private proposal and keep the client’s selection connected to the booking, deposit schedule and draft itinerary.
Itinerary builder
Arrange flights, stays, transfers and activities in a day-by-day itinerary. Work privately, preview the details, then publish the version you want your clients to see.
Your next trip starts here
Less scattered admin.
More attention for the trip.
Try a real booking in TripClerk. One month free with FOUNDING20, no card and no automatic charge.
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