Reconciling commissions is only half the job. Once payouts go out, keeping track of what’s actually been paid—and making sure your advisors have clear visibility—can quickly turn into another manual, easy-to-miss process.

Travefy Payouts give you a clean way to close the loop. Mark bookings as disbursed the moment commissions are paid, so nothing gets lost, nothing gets duplicated, and no one is left guessing.

Just a clear, reliable record of what’s been handled and what still needs attention.

Note: Payment is not processed through Travefy, only tracked.
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Here's how to begin using it:

Click your name at the top right of your account, then select Bookings from the drop-down menu.

Click the Outgoing tab at the top of the Bookings page. This brings you to all of your current Payouts.

To create a new Payout, select the + New Payout button at the top left.

​Bonus: To find a previously created Payout, use the filters, column options, and search bar to narrow down to the exact payout you need.

At the top of the Payout window, enter a title and choose the date you want associated with it. Then add Bookings by selecting + Add to Payout next to each one on the right.

The Bookings that appear at this step are all those that have been reconciled. Use filters, columns, and the search bar to quickly find the Bookings you want to add.

Once you’ve selected the Bookings you’d like to add, click Continue.

Once you’ve paid your advisor for their Booking, come back into your Payout and select + Disburse on the right-hand side of the Booking.

Once you’ve added the Bookings you’d like and marked them as Disbursed, click Close Payout and you’re all finished. The Disbursed status will now show on the Booking in both your view and your advisor’s view.

Any Payout can be exported from Travefy as a CSV file that’s ready to upload into QuickBooks Online (or other third party systems), so there’s no need to rebuild payout data in a spreadsheet.

To export, select the three dots on the right-hand side of the Payout, then select Export. Upload the file into QuickBooks Online using its import tool.

Note: Once a Payout is exported, its commissions are locked and marked as paid out, so they can’t be included in a future Payout.

Payouts bring clarity to the final step of your commission workflow. Once payments are sent, you have a single place to track what’s been disbursed and what’s still outstanding—without the follow-ups or second guessing. It’s a simpler, more reliable way to keep your records accurate and your advisors informed.

If you would like access to Payouts, please submit your request to Support@Travefy.com.