Invoice line items and commission tracking

By System Generated · Updated Jun 10, 2026

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Each line on a Trips invoice is one supplier booking — a Royal Caribbean cabin, a Marriott stay, an Emirates flight. This article covers the line-item modal, the supplier picker, and the per-line commission tracking that feeds Books.

The line-item modal

Click Add line at the top right of the Line items card. A type picker appears — Cruise, Flight, Hotel, Rail, Rental Car, Transfer, Tour Package, Activity, Meal, or Other. Pick the closest match (you can change it later) and the modal opens.

Every line has the same four core fields at the top:

The Line total tile to the right updates live — quantity × unit price, plus tax if any. It's read-only and is the gross the client sees on this line.

Below the four fields, type-specific extras appear if the type has them — flight number and routing for Flight, cabin category and ship name for Cruise, check-in and check-out for Hotel. Those flow through onto the published invoice and PDF as a sub-line under the title.

The supplier picker

On a Supplier Invoice, the modal has a Supplier & commission card lower down. The Supplier field is a combobox — start typing and matches drop down.

The picker pulls from your agency's reference list of suppliers, tour operators, cruise lines, hotel chains, airlines, and car rental brands — all the supplier-shaped lists are merged into one search so you don't have to know what bucket Royal Caribbean is in. The placeholder reads "Any supplier you bill against (type to add new)".

Next to Supplier is Date booked — when you confirmed the reservation. That date orders suppliers on the Commission Manager.

Quantity, unit price, line total

There's no separate Line total field to edit — Trips derives it from quantity × unit price. To bump the line, edit unit price (or quantity for paired cabins) and the total recomputes immediately.

Per-line commission tracking

Every line on a Supplier Invoice carries its own commission record — the data your Commission Manager and Books integration work off of. The commission row has three side-by-side controls plus a live preview:

Dollar mode ($)

Type the gross commission as a dollar amount. Trips trusts the number verbatim.

Use this when the supplier pays a flat commission ($150 on a cruise, $75 on a hotel) regardless of the line total.

Percent mode (%)

Type the rate (e.g. 10 for 10%). Trips multiplies the line subtotal by the rate and re-derives any time you adjust quantity or unit price.

Use this when commission scales with the line — most cruise, tour, and package commissions.

Your share % and the You net preview

The Your share % field is for hosted advisors. If your host keeps 20% of every commission, you keep 80% — type 80 here, or set it once as your default agency split under Settings → Invoices and leave this field blank. Independent advisors leave the default at 100.

The You net read-out shows the math live: gross × your share %. The label tells you which percent it used — "You net (80%)" — so you can see whether it picked up your override or the org default. The placeholder on Your share % also shows the default (e.g. 80 (default)).

Expected vs received commission dates

Two dates live on every commissioned line:

That button opens a small dialog for amount, payment date, method (check, ACH, supplier portal), and reference. Multiple partial payments are fine — Trips sums them and shows the running Paid so far total. Once paid meets the gross, the line is fully received.

Where commission posts to in Books

If you've connected Books, commission you record here flows over automatically. Each payment posts as a transaction in Books against the income account you mapped on Settings → Books integration — usually "Travel Commissions".

Once it lands, the modal grows a Posted to Books chip with the transaction number on hover. If the local state and Books drift (e.g. you removed a partial payment after it posted), you'll see a Books out of sync chip with a tooltip pointing you at how to reconcile. Full details in the Books integration article.


FAQ

I don't see the Supplier and commission card. Where did it go?

You're on a Direct Invoice. Direct Invoices are for your own planning fees, so there's no supplier in the middle and no commission to track — the modal hides those fields. If you meant to track a supplier booking, close this invoice and create a Supplier Invoice instead.

My supplier isn't in the dropdown. Do I have to go to Settings first?

No. Type the supplier name into the field — the bottom of the dropdown offers an Add option that creates the entry on the spot and uses it for this line. Every later invoice will find it in the picker.

I switched between $ and % and my number disappeared.

The two modes use different fields — one for dollars, one for the rate. Switching the toggle just shows the other field; whichever one you typed in is still saved. Toggle back to see your number again. When you save the line, Trips uses whichever mode is currently active.

Why does my You net read-out show a different percent than I expected?

It uses your per-line override if you set one, otherwise your org's default agency split from Settings → Invoices, otherwise 100%. If the read-out shows 100% and you're hosted, your default split hasn't been set yet — fix it in Settings and every new line will inherit it.

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