| 💡 Note: When following the steps in this guide, planning fees do not require a manual withdrawal and are instead automatically deposited into your bank account. |
Whether you call it an itinerary fee, a plan-to-go fee, or something else, trip planning fees ensure that you are compensated for the time and effort you put into curating your clients' trips and supporting them along the way.
To charge your client a trip planning fee, you'll first want to ensure that you have enabled direct payments for your account.
Once you've done so, you can create a trip and then use the blue "create" button to generate a direct invoice for your client.
Click on the blue "Create" button at the top-right corner of the trip page and then click "Invoice (Direct)."
On the invoice, click the "Add Item" button, and then select "Trip Planning Fee (default)" from the dropdown:
In the box that pops up, enter the price and description of your trip planning fee and then click "Save."
Scroll down to the Payment Schedule section, click "Pay in full," and select today's date. This will add a payment for the total amount of your trip planning fee, due upon receipt by the client:
Finally, in the invoice settings, check the box that says, "This is a planning fee." This ensures that your fees will be automatically deposited into your bank account, bypassing the need to initiate a withdrawal.
From here, click the "Next" button at the top-right corner of the invoice, choose "Save & Review Email" as you would for a typical invoice, and then send the invoice to your client.
Once the client pays this invoice, the funds will be automatically deposited into your bank account.
Comments
7 comments
This is a good idea, I don't use it because of the wording
Same. It would be great to see it revised.
Hi Chris,
Yes, I don't use it much either because of the wording.Â
How long does it take for planning fee funds to be deposited into the link account?
Hi Velvette, great question! Deposits will be made to your bank account in typically 2 business days.Â
Would be great if the "convenience fee" label was changed...clients misunderstand this thinking I am charging them a fee that goes to my bank account vs a processing fee
Please sign in to leave a comment.