--- title: Conversion | Software Training description: Convert a confirmed trip — hold first or convert directly, generate instalments, and collect the first payment manually or via the payment gateway. --- # Conversion Convert a confirmed trip — hold first or convert directly, generate instalments, and collect the first payment manually or via the payment gateway. When the customer accepts your package, you convert the trip. Depending on whether the first payment arrives before or after reservations begin, you either **hold** the trip first or **convert** it directly. This guide walks both paths, plus instalments and collection. ## Hold a Trip (optional) When a customer has committed but not paid yet, put the trip **On Hold** instead of fully converting it. From the trip's details page, choose the On Hold action. Holding: - Initializes only hotel bookings with payments in an on-hold status, so reservations can start early. - Auto-assigns the reservation teams, just like conversion. - Generates a holding email and [trip voucher](https://sembark.com/travel-software/docs/trip-vouchers.md) with the payment schedule. ### Reservation Work Because bookings are initialized while on hold, your reservations team can begin hotel enquiries and confirmations **before** the money arrives — see the [Reservations](../reservations/) guide and [Hotel Bookings](https://sembark.com/travel-software/docs/hotel-bookings-overview.md). ### Voucher Sharing and Token Collection Share the holding [trip voucher](https://sembark.com/travel-software/docs/trip-vouchers.md) — it carries the payment schedule — so the customer can pay the token (first) amount. Once that payment arrives, convert the trip from hold to confirmed. Instalment listings have a filter to exclude on-hold booking payments, keeping your collectables clean. :::note Holding versus converting directly is a business choice — hold when you reserve hotels before the first payment, and convert directly when the payment comes first. ::: ## Convert a Trip To convert, open the desired quote and click **Convert Using Quote** — you can convert using **any** quote, it need not be the latest. A verification page opens with the details prepared by the salesperson; review them and confirm the "I have verified the details" box. ## Generate Instalments and Collect Payment After verifying, add the **instalments** — split the package amount into parts with a due date for each, add any comments for the operations team, and click **Mark as Converted**. [Customer payment preferences](https://sembark.com/travel-software/docs/payment-preferences.md) can auto-apply a standard breakdown. To collect, open an instalment from **Accounting > Incoming Payments** and log the amount with its date, payment mode and accounts. A logged payment shows as **Paid (Unverified)** until your accounts team verifies it. Read [Incoming Payments](https://sembark.com/travel-software/docs/incoming-payments.md) for the full collection flow. ## Automatic Payment Gateway Conversion If the [Payments by Sembark gateway](https://sembark.com/travel-software/docs/payment-gateway.md) is enabled, every quotation, voucher and invoice carries an embedded **payment link**. The customer pays online (card, UPI, Netbanking); the trip's instalments and payment records update in real time, receipts are auto-generated, and you get an instant confirmation — collections reconcile without manual logging. :::success Done The trip is converted and the first payment is in. If a confirmed trip later falls through, see [Cancellation and Drops](../cancellation-and-drops/). To keep collecting the balance, see [Remaining Payment Tracking](../remaining-payment-tracking/). ::: ## References - [Conversion](https://sembark.com/travel-software/docs/query-conversion.md) — select quote, verify and create instalments - [Trip Holding, Locking and Archival](https://sembark.com/travel-software/docs/trip-holding-and-locking.md) - [Incoming Payments](https://sembark.com/travel-software/docs/incoming-payments.md) and [Payment Preferences](https://sembark.com/travel-software/docs/payment-preferences.md) - [Payment Gateway — Payments by Sembark](https://sembark.com/travel-software/docs/payment-gateway.md) ## Training Navigation Current page: [Conversion](https://sembark.com/travel-software/training/conversion.md) ### Sales * [Sales Overview](https://sembark.com/travel-software/training/sales.md) * [Leads and Queries](https://sembark.com/travel-software/training/leads-and-queries.md) * [Package Quotes](https://sembark.com/travel-software/training/package-and-quotes.md) * [Quotation Sharing](https://sembark.com/travel-software/training/share-quotes.md) * [Follow-ups and Amendments](https://sembark.com/travel-software/training/followups-and-amendments.md) * [Conversion](https://sembark.com/travel-software/training/conversion.md) * [Cancellation and Drops](https://sembark.com/travel-software/training/cancellation-and-drops.md) * [Remaining Payment Tracking](https://sembark.com/travel-software/training/remaining-payment-tracking.md) * [Tour Co-ordination](https://sembark.com/travel-software/training/tour-coordination.md) ### Accounting * [Accounting and Payments](https://sembark.com/travel-software/training/accounting.md) ### Reservations * [Hotel Reservations](https://sembark.com/travel-software/training/reservations.md) ### Tour Operations * [Tour Operations](https://sembark.com/travel-software/training/tour-operations.md) ### Data & Administration * [Data Management](https://sembark.com/travel-software/training/data-operator.md) * [Administration and Reports](https://sembark.com/travel-software/training/admin.md)