Collect payments and authorizations
Once your client approves their proposal, the final step is collecting payment and locking everything in.
In this video, we walk through the two ways to do this in TravelJoy: collecting a credit card authorization or collecting a direct payment.
You’ll learn how to:
• Collect a credit card authorization using a Supplier Invoice
• Understand what your client sees (and why they’re not charged yet)
• Track authorized payments and mark them as paid when ready
• Send a Direct Invoice to collect payment immediately
• Set up Direct Payments and connect your bank account
• Use Trip Funds to manage and organize client payments
We’ll also explain how Trip Funds work, how to pay suppliers, and why this system makes it easier to manage everything from simple trips to complex group bookings.
By the end, you’ll understand exactly how to move from proposal approval to payment—so you can confidently finalize and book your client’s trip.
We’re so happy to have you as part of the TravelJoy community. With TravelJoy, you’ll be able to save time, stay organized, and look professional while delivering an incredible experience for your clients.
If you ever need help, feel free to reach out to [email protected]
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Try TravelJoy for free for 7 days: https://traveljoy.com