How to use TripZei

Settings → Business & branding. Your name, logo and tax details appear on every invoice, receipt and payment page your customers see.

Settings → Payment plans. Start from a ready-made one — 25% on booking, balance before travel — or build your own from percentages, flat amounts, or “whatever's left”. Mark one as your default.

Settings → Cancellation & refund policy. A standard one is already filled in — edit it or save it as-is. It prints on every invoice automatically.

Settings → Workspace → Team. You can limit someone to specific trips, and promote a colleague to admin so they can manage the team too.

Trips → New trip. Give it a name, destination and departure date. Nights and days set the shape of the itinerary.

Open the trip and add a night for each stop — or import the whole thing from a spreadsheet. Each night holds the hotels for that stop.

Click any day in “Hotels — rooms per night” to add the hotel, rooms held and cost. Anything on hold shows a countdown before it lapses.

Cars carry rental, driver cost and seats. Inclusions — breakfast, permits, a guide — get priced per person and attach to every booking automatically.

Done well? Use “Run this itinerary on new dates”. Every night, hotel plan and price copies across with the dates shifted.

From the trip, add the party with their price. Your default payment plan is applied straight away — no extra step.

Payments → Who owes you. Each customer shows what's due right now and their full remaining balance. Sort by whoever owes most.

Tap Remind. WhatsApp opens with the amount, the due date and a link — from your own number, so it reads like you wrote it.

Log it under the booking, or let the customer confirm it themselves through the link and approve it under “To approve”.

Payments → Payment receipts → Share. A branded receipt goes out on WhatsApp in one tap.

Costing → Add a spend. Tag it to a trip — or to a specific hotel or car — and attach the supplier invoice. Untagged spends count as overhead.

When someone pays from their own pocket, tick “paid from personal money”. It shows as owed to them until settled.

Costing → Reimburse personal spends. Tick everything you're settling, record the transfer reference, and they're all cleared together.

The trip's cost includes rooms you haven't booked yet, so the profit shown is the profit you'll actually keep — not a flattering half-picture.

Once the trip is over, Bookings shows a Generate invoice button. Numbers are sequential and gap-free per financial year.

Share on WhatsApp, or download the PDF. Your cancellation terms are printed on it already.

The booking's tax tile has a button to record that you've paid it across, so you can tell at a glance what's still outstanding.

Bookings and Payments both have Download CSV, if you or your accountant would rather work in a spreadsheet.

The Quick add button sits on every screen. A payment, an expense, a booking, a hotel, a customer or a whole trip — logged without navigating away from what you were doing.

On the dashboard, write it the way you'd say it: “Riya paid 40k upi”, or “add trip Goa Getaway to Goa, 4 nights, 20 seats”.

“Needs you today” on the dashboard shows overdue money, trips departing this week, visas in progress and invoices ready — each one tap from the thing itself.