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NEW
Create invoices with one click!
Manage your clients, forms, invoices, and more in a secure system that connects directly to your trips.
Organize your client's information, trip history, payment details, and more.
Create and save task lists for trips, new clients, or any workflow you need.
Automate tasks including trip invites and custom messages.
See a log of when clients open emails, view trips, and more.
Create any form you need with a custom builder. Use smart fields to capture and automatically organize client profiles.
One of the most popular forms in Travefy. Collect payment details from your clients.
Your clients can now securely upload passport documentation that can be stored within Travefy.
Include T&Cs and capture client siganatures with ease.
Manage your email inbox without leaving Travefy. Making it easier than ever to manage client communications.
Sync any email account to your contacts to view all client communication in one place.
Confidently send emails without worrying if they’ll get lost or flagged.
No tech skills required. Just a few clicks and you're ready to go.
Say goodbye to spreadsheets and having to jump between different systems. Everything is linked directly to the trip, giving you greater financial visibility.
A centralized dashboard of payments and commissions—pending, received, or overdue.
With one click, you can auto-populate your commissions directly from an invoice.
Track payment dates and status updates taking the mystery out of your revenue.
Managing your invoices has never been easier. Create a professional, branded invoice directly from an itinerary.
Create a simple payment schedule that is attached to an invoice for clients to review and pay from.
Mark an authorization item as paid for flexibility when a traveler pays early or with check/cash.
Allow your clients to authorize an amount different than the payment due or remaining balance.
Travefy is proud to be the only end-to-end PCI compliant platforms for travel agents. So you can rest easy knowing your business is secured.
Explore Travefy with a 10-day free trial. No credit card required.
