Invoicing & Commissions

Travel advisors who try to bolt QuickBooks onto a CRM end up with two systems that don't agree on which client booked which trip. TripPortfolio's invoicing module is built around the trip — every invoice is attached to a specific trip, every payment posts back to that trip, and every supplier commission reconciles against the trip that earned it. The reporting that falls out of this is the same reporting you'd build in Excel, except automatic.

Stripe direct charges work on every tier — your business name appears on the client's card statement, funds settle to your account, and the entire flow is PCI-compliant out of the box. Studio+ adds Stripe Connect Express: a 0.5% platform fee on top of Stripe's standard rate, in exchange for a one-click branded checkout, automated commission splits across multi-advisor teams, and consolidated reporting.

Supplier commission tracking (Agency+) is the part most advisors miss when they switch from a hosting agency to independent: you book a $20k trip, the supplier pays you 10% three months later, and you have to reconcile that payment against the right trip in your books. TripPortfolio tracks expected vs. received, flags missing payments, and produces a 1099-ready year-end summary.

Available on every tier. Stripe Connect at Studio+. Supplier commission tracking + advanced reporting at Agency+.