Collect planning fees in Travefy through our integration with Stripe! All you have to do is connect your Stripe account in Travefy, and once approved you will be able to send invoices for planning fees to your customers through your Travefy account!

Important Note:
Travefy’s integration with Stripe is explicitly for sending invoices for trip planning fees (also known as consulting fees, professional fees, etc).

Here's a list of topics covered below!

Through our integration with Stripe, Travefy supports credit card & ACH payment types for planning fees (also known as consulting fees, professional fees, etc). Depending on your region, other local payment types may also be supported. More information on what payment types are available in your region can be found here.

Travefy’s integration with Stripe is explicitly for sending invoices for trip planning fees (also known as consulting fees, professional fees, etc).

You can securely collect a user's credit card information for making authorized purchases by using a Credit Card Authorization Form. Click here for more information!

All users are eligible, but there are some restrictions if you are on a team or affiliated with a host agency that has a volume license agreement with Travefy. The ability to sign-up for planning fees through Stripe is limited to Team admins, but once a team admin has connected their Stripe account, team members will be able to send planning fee invoices linked to their admin’s Stripe account.

A full list of countries supported by Stripe can be found here.

Click on your name on the top navigation bar, and on the dropdown menu choose Account.

Click on the tab labeled Linked Accounts on the left hand side.

The Payments tab will be in the top right corner, next to Analytics.

Enter your email address into the box indicated, check the box to agree to Travefy's Terms and Conditions, and then click on Connect. This will take you to Stripe to finish registering!

Once you click on Connect, you will then be redirected to Stripe to create an account and go through the underwriting and boarding process.

More information on that process can be found here: Stripe Credit Underwriting Process

Once you have provided all required information, Stripe will review your application and in many cases will instantaneously approve your account for payment processing. In the event more information is needed to complete the vetting process, Stripe will contact you directly.

You can find more information on the approval times here!

Once your Stripe account is approved, you will be able to begin accepting payments for planning fees through Travefy!

Click on your name on the top navigation bar, and on the dropdown menu choose Account.

Click on the tab labeled Linked Accounts on the left hand side.

The Payments tab will be in the top right corner, next to Analytics.

Enter your email address into the box indicated, check the box to agree to Travefy's Terms and Conditions, and then click on Connect. This will take you to Stripe to connect your account!

You'll then be redirected to Stripe to finish setting up your account!

Note: You will first be prompted to either select your existing business account or create a new business account in Stripe (if you are not connecting an existing Stripe account you will not see this prompt). Clicking on your existing Stripe business account will copy your existing business information into your new account connected to Travefy. However, selecting Create a new business account will prompt you to create a new business account through Stripe and provide all required business information as part of the underwriting and set-up process.

If you accidentally create a new business account during the signup process, simply log into your Stripe dashboard (dashboard.stripe.com), select the New Business account in the top left (DO NOT select your existing account) then click Cancel Account. You can then navigate back to your Travefy account to start over with the sign-up process.
​

After registering with Stripe, navigating to your payments tab will show whether or not your Stripe account has been successfully connected.

If your account has not been connected yet (such as due to more information being requested from Stripe as part of the sign-up process), you will see a small bar indicating that more information is needed to continue the setup process with Stripe. Clicking on Continue on Stripe will direct you to your Stripe dashboard to provide any additional information.

Once your account is approved and/or connected by Stripe, you will see a green Connected status indicating that your account is connected!

Any payment processing related to accepting payments through Stripe for invoicing planning fees will be billed and assessed by Stripe directly. More information on Stripe’s pricing can be found here. Travefy does not charge any additional fees for enabling planning fee invoices in your account.

Click on your name in the top right corner, and a drop-down menu will appear. Click on Invoices to go to the Invoicing Menu.

Click on +New Invoice in the top left. The new invoice menu will appear on the right-hand side.

When the empty invoice appears, you can then enter all required information to send the invoice - such as the amount, fee description, due date, and any memos. By default, the due date will automatically be 30 days from when you create the invoice, though you can adjust this by clicking on the calendar icon.

Once you have completed all required information in the invoice modal and click enter, Travefy will trigger the invoice via Stripe which will then send to the contact you added to the invoice.

Please note that to send a credit card authorization form (to securely collect credit card information, please see this FAQ.

Here's an example of what that email will look like:

For more information on how to add your branding to the Stripe invoice via your Stripe account, go here for more information!

Users can see high-level information on the invoices they’ve sent through Travefy in their Travefy account. More detailed invoice information can be found by navigating to your Stripe account.

Invoices from team members will appear in the Invoices dashboard. To see invoices created by other team members, simply uncheck the Created By You filter. Clicking on the Created By You filter will show only your invoices.

You can also see who sent an invoice by clicking on an invoice in your invoice dashboard in Travefy.

In Travefy, you can see a list of all planning invoices sent from your account by navigating to the Invoices page. On this page, you can see who the invoice was sent to, what the status of the invoice is (such as sent, paid, etc.), and the date the invoice is due. You can also search for the invoice in the search bar at the top of the page and filter by due date, status, etc. Clicking on the “View in Stripe” button will redirect you to your Stripe account to view more detailed information.

For more detailed information on planning fee invoices including reporting and statements, please navigate to your Stripe account. In addition to viewing detailed payment information and reports, you will also be able to manage payment actions such as re-sending an invoice, issuing refunds, credit card disputes / chargebacks, etc.

Travefy will display an invoice status in Invoice dashboard. However, please navigate to your Stripe account for more detailed information.

Can I add my branding (such as business logo) to my planning fee invoice?

You can customize the invoices sent by Stripe, such as to add your business logo, through your Stripe dashboard. More information on how to do this in Stripe can be found here.

Payment processing fees associated with planning fee invoices sent through Travefy will be billed and assessed to your account by Stripe. More information on Stripe’s pricing can be found here. Travefy does not charge any additional fees for enabling planning fee invoices in your account.

For any questions / concerns related to payments or billing, please refer to Stripe’s support documentation or contact their support team.

Information on how credit card disputes or chargebacks can be found here.

Information on financial reporting available in Stripe can be found here.

Taxes related to accepting payments for planning fees in the US (including 1099s) can be found here. Users outside of the US should contact Stripe with any tax-related questions.

The customer will receive a receipt to the same email they received the invoice (more information can be found here). You will be able to resend receipts on the Stripe Dashboard, and send the receipt to a different email address if requested.