A Travel Agreement is the official booking confirmation sent to your client. It lists all services, travelers, and prices — and is the foundation for invoices and e-sign approvals.
📌 Screenshot: [Travel Agreement tab placeholder]
Before you start
Make sure your file is complete:
Client (main customer) is selected
Travelers are added
Services are correctly entered (flights, hotels, etc.)
Travel info (dates and destination) is accurate
Steps to create a Travel Agreement
Go to the Travel Agreement tab in your file.
Tick the services you want to include in the agreement.
Click Create Travel Agreement.
Select the travelers linked to those services.
Add a file fee (if applicable, VAT 21%).
Review and fill in the required fields:
Client
General details
Travelers
Services
Notes
Choose whether to generate a deposit or balance invoice, or skip invoicing for now.
Click Save 💾 and Print or Send for E-Sign.
💡 Tip: You can create multiple Travel Agreements within the same file — for example, if travelers live at different addresses.
After creation
The new Travel Agreement will appear under the Documents tab.
It can now be:
Printed
Sent by email
Sent for e-sign approval (see next article)