Start with reviewed defaults
Agency settings can draft manual deposit and balance plans. Review dates, amounts and wording before saving a new booking.
Product / Manual payment plans
A clear schedule for the client. A checked record for you.
Draft deposit and balance dates, show what is due and record receipts after checking them. Keep the schedule connected to the agreed booking.
One month free with FOUNDING20. No card required.
Distinguish reported from received
A client can report a bank transfer through the private portal. Your team checks the bank statement and decides whether the transfer was received.
Keep existing agreements intact
New defaults do not recalculate approved prices or existing schedules. New booking invoices retain the wording and instructions saved with them.
In the working day
How it fits together
A payment plan is most useful when it is clear about both the promise and the evidence. TripClerk tracks dated instalments and overdue amounts, while bank-transfer reports remain unconfirmed until the agency checks them. Currency and manual exchange-rate records support your operational totals, not live foreign-exchange trading. Keep your bank statement and accounting records as the financial source of truth.
- Review the proposed deposit, balance and due dates.
- Share the invoice or private portal with payment instructions.
- Check actual receipts and update the manual record.
Know the boundaries
No client card collection, payment processing, direct debit or bank feed is enabled. Recording a receipt does not move money. TripClerk’s own subscription payments are not live either.
More about the current limits →Can clients pay through TripClerk?
There is no checkout. Clients follow your payment instructions and may report a bank transfer for you to verify.
Do changed defaults rewrite older plans?
No. Existing schedules and approved prices are preserved.
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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