Plan smarter,
travel easier.
Destination guides, pre-trip checklists, app walkthroughs, and quick answers — the things UrTravelPro clients ask us about, collected in one place.
All resources
48 guides
Supplier Invoices (track due dates and payments)
How Supplier Invoices work in Trips: a track-only invoice for what your client owes a tour operator, cruise line, or hotel. How to create one, add line items, schedule the deposit and final, share with the client, and post commission to Books when the supplier remits.
Invoice line items and commission tracking
How to add line items to a Trips invoice: the line-item modal, the supplier picker, quantity and unit price, the dollar vs percent commission entry mode, your share %, the You net preview, and expected vs received commission dates.
Payment schedules: deposits, final balance, and custom milestones
How the payment schedule on a Trips invoice works: when you need one, how to choose between Deposit + final and Custom schedule, how to mark a milestone received, what the receipt email looks like, and how to undo a payment that was logged in error.
The Commission Manager
How to use the Commission Manager at /commissions to reconcile supplier commissions across every trip: filtering Unpaid vs Received lines, recording a multi-line host deposit, working around a paused Books connection, and unreconciling a line you posted by mistake.
Proposal vs Itinerary vs Proposal Pro
Three options appear when you click + Create on a trip — Proposal, Proposal PRO, and Itinerary. Same builder, three different documents. Here is how to pick the right one fast.
Emails not sending from my Gmail
Trip emails aren't going out from your Gmail address? Walk through the five common causes — connection dropped, fell back to our backup sender, Workspace admin blocked it, replies not threading, or you hit Gmail's daily limit — and how to fix each one.
Commissions aren't posting to Books
Why a commission you marked received in Trips isn't showing up in Books — and how to get it flowing again. Covers the paused integration banner, an unfinished mapping, an archived account, a transient outage, and the wrong-org sanity check.
Stripe payments aren't working
When your Stripe Connect setup looks done but payments aren't working, the cause is almost always one of five things. Here's how to spot which one and what to do.
Connecting Books
How to connect Books to Trips so commission deposits and Direct Invoice income post into your bookkeeping automatically: picking a company, mapping income and bank accounts, choosing a payee mode, and pausing the integration when you need to load historical data by hand.
Setting up Stripe Connect
How an agency owner connects Stripe inside Trips so they can charge planning fees with Direct Invoices: what Stripe asks for during onboarding, when payouts arrive, and how Apple Pay / Google Pay get enabled on your domain.
Direct Invoices (charge planning fees via Stripe)
How Direct Invoices work in Trips: charging your own planning, consultation, and service fees through your branded client portal via Stripe. What to put on one, how the client pays, the fee math, and how refunds work.
My custom domain won't connect
Your portal won't serve from your custom hostname yet? Walk through the four common causes — wrong CNAME, SSL still being issued, Apple Pay not re-registered, conflicting DNS records — and how to fix each one.