Bookings

Recording bookings and payments

Every confirmed trip, sorted by travel date, with how much is paid and how much is still due. Record payments, message the customer, and print an invoice.

Updated November 5, 2026•1 min read

Where to find itMainBookingsOpen in admin

A booking is a trip the customer has committed to. It is created when you convert an enquiry or an accepted quotation, or when you add one by hand for a phone or walk-in customer.

Bookings page with counters for Upcoming trips 3, Balance due 1,02,000 across 2 bookings, Travelled 0 and Cancelled 0, Upcoming/Travelled/Cancelled/All tabs, search and filters, and three bookings showing travel date, package, customer, travellers and a payment bar with the amount due — Each row shows a payment bar: green is paid, and the orange figure is what is still due.

Finding a booking

Tabs: Upcoming (not travelled yet), Travelled, Cancelled and All.
Search by booking number (BK-0001), customer name, phone or package.
Payment filter: Any payment, Unpaid, Part-paid or Paid in full.
Travel date filter and sort: travel date, recently booked, or highest total.
CSV downloads the current view.

Recording a payment

Click "+ Pay" on the booking row.
The dialog shows what has been received so far and what is still due.
Enter the amount received now, or click "Full balance".
Save. The payment bar and the Balance due counter update straight away.

Other actions on a row

WhatsApp icon: opens a chat with the customer. If a balance is due, the message is a polite payment reminder with the amount, trip date and booking number, ready to send.
Menu (⋮), Invoice: a printable invoice for the customer.
Menu (⋮), Cancel booking: moves it to the Cancelled tab. Use "Restore booking" there if it was a mistake. Cancelled bookings are kept for your records.

Adding a booking by hand

Click "Add booking". Fill in the customer’s name and mobile number (email is optional), pick a package or choose "Custom trip" for anything outside your catalog, set the travel date and travellers, then enter the total and the amount received. The summary on the right shows the balance due before you save.

Add Booking form with Customer (full name, mobile number, email), Trip (package set to Custom trip, travel date, adults, children and infants) and a summary card on the right showing Total, Received and Balance due with a Create booking button

TipPicked a package? The total is worked out from the package price and the traveller count. Type your own total to override it, and click "Use package price" to go back.

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