Flexible Payments 💳
Offer clients a bank transfer or a payment link, set your agency's payment defaults once, and put a professional file number on every quote.
Getting paid should be as smooth as building the trip. This release gives you full control over how your quotes ask to be paid (a direct bank transfer, an online payment link, or both), plus agency-wide defaults so every proposal looks consistent without extra setup.
Choose How Clients Pay 🏦
Every quote can now offer the payment method that suits you and your client.
Bank transfer
- Show your bank transfer details directly on the client’s proposal page
- Your coordinates appear cleanly under the price breakdown, in the client’s own language
- The same details flow through to the downloadable PDF, so nothing is lost off-screen
Online payment link
- Keep offering a one-click payment link, exactly as before
- Turn either method on or off per trip: offer one, the other, or both
Set Your Defaults Once ⚙️
A new Payments section in your settings lets you save the details you reuse on every quote:
- Your default VAT rate, applied automatically to new quotes
- Your default payment link for online payments
- Your bank transfer coordinates, ready to appear on any proposal
Set them once and every new trip inherits them, while any individual quote can still override the defaults when a deal needs something different.
Professional File Numbers 🗂️
Each trip can now carry a proper file reference: the kind of number your clients expect to quote back to you on a payment.
- Define your own reference format in settings, with a live preview as you type
- Every new trip is assigned a unique number automatically
- Search your trips instantly by file reference to find any deal in seconds
Why This Matters
Your clients pay the way they prefer, and your quotes carry the professional details (VAT, bank coordinates, a clear file number) that build trust and get invoices settled faster. By setting your payment defaults once, you spend less time on repetitive admin and more time selling trips, confident that every proposal you send is consistent and complete.