Each file in TravelMind contains horizontal tabs. These tabs organize all trip details, making it easy to manage every part of the booking from one place.
1. General
This is where most work happens.
Here you’ll find:
Client details (Main booker)
Travel info (destination, dates)
Traveler list (passengers)
Notes / Admin Notes
All added services (flights, hotels, cars, insurance, etc.)
💡 Tip: Always check that the client, travel info, and travelers are complete before creating agreements or invoices.
2. Quotes (Offerten)
Used for preparing offers or travel proposals before confirmation.
You can preview what the final travel agreement will look like.
Useful when the client asks for several versions of a trip.
3. Travel Agreement (Contract)
This is the official booking contract for the client.
Lists all selected services, travelers, and prices.
Can be sent for e-signature directly from this tab.
You can create several agreements in one dossier (e.g., when travelers live at different addresses).
📌 Screenshot: [Travel Agreement tab placeholder]
4. Invoices (Facturen)
Shows all invoices and credit notes created for this file.
“I” = Invoice
“C” = Credit note
“DEP” = Deposit
“INV” = Balance
“CAN” = Cancelled
Once confirmed, invoices can no longer be edited.
5. Payments
Displays received client payments and payment method:
CC = credit card
BNK = bank transfer
Useful for verifying balances or reconciling with accounting.
6. Purchases
Lists supplier invoices and commissions.
“Purchases only” → supplier costs
“Profitability by supplier” → margin or commission per supplier
💡 Tip: Use this tab to double-check your commission before closing a file.
7. Audit
Logs who opened or changed the dossier.
Ideal for tracking collaboration and verifying changes.
8. Documents
Stores all travel documents generated or uploaded.
Travel agreements, invoices, credit notes
Supplier vouchers or attachments
Each line shows the document status (sent, waiting for signature, approved).
9. Tasks
Allows you to create reminders linked to the dossier.
Examples:
“Send travel documents 10 days before departure.”
“Check payment to supplier.”
These tasks also appear on your main TravelMind dashboard.
💡 Tip: Keep your tasks updated — completed tasks help Admin know when files are ready to close.