Payment preferences automate the creation of due dates so your team doesn’t compute them per booking.
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Supplier Payment Preferences
Define payment terms for hotel, transport and activity suppliers. Each preference is built from:
- Reference events — Booking Date, Service Date, Month End of Booking, Month End of Service
- Day offsets — e.g. 7 days after the reference event
- Amount share percentages — e.g. 50% on booking, 50% before service
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Assign a preference to specific suppliers; their payable instalments then follow that schedule automatically. Preferences remain editable per booking, and unused hotel preferences can be deleted from Organization > Repository > Hotel Payment Prefs.
Customer Payment Preferences
Define instalment breakdowns that are auto-applied when a trip is converted. A preference can be conditioned on:
- Days before trip start
- Trip duration (nights)
- Package amount range (per currency)
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Reference events for the instalments are Trip Conversion, Trip Start and Trip End with day offsets. Options include separating the flight cost into its own instalment and a minimum first-instalment threshold.
With preferences configured, the conversion dialog pre-fills the instalments — your sales team just verifies and confirms.