Move Faster, Get Paid Sooner, and Keep Every Penny Accounted For

• Save time with invoice templates
  Create and send a professional client invoice in under 30 seconds.
• Automate payment reminders
  So clients don’t forget to pay—and you don’t have to chase.
• Pay suppliers and manage expenses with one click
  Send individual or bulk payments in seconds.
• Save on FX and fees with Flowbrite
  Reduce foreign exchange costs and bank fees while keeping supplier payments tied directly to the trip.
• Work with a payments partner that truly understands travel
  Flowbrite offers a hands-on, industry-first approach, including:
  ✔ Full transparency
  ✔ Ultra-competitive FX margins
  ✔ Low wire fees
  ✔ Dedicated, personal support for travel businesses
• See your full financial picture at a glance
  Instantly know who has paid you, who you’ve paid, who still owes you, and what you owe—across every trip.
• Track profitability with confidence
  Measure profitability by trip file, by consultant, or by time period.
• Align sales and finance teams
  Anyone with permission can see the financial health of a file, with granular, file-level permission controls to keep sensitive data secure.

How to Get Started With the Financials Module

Step 1: Connect a payment processor

The account administrator can do this from the Integrations tab.

• For most users, the fastest option is Stripe, which takes about 5–10 minutes to connect. You can link a new or existing Stripe account.
• If you already work with Flywire or Adam Callaway at Path Payments, send us those details (see this help article), and we can usually connect you within a few hours.
• Need an introduction to Adam or the Flywire team? We’re happy to help: shoot us an email at [email protected].

Step 2: Create your invoice templates

Invoice templates help you move quickly and stay consistent.

1. Navigate to the Financials module and create a new invoice from scratch.
2. Assign it to any file and any recipient (this is just for setup—you can delete this invoice later).
3. Add your company information as you’d like it displayed on invoices.
   

Payments tab

• Enter any amount (this will not carry over to the template).
• Select the payment processor you just configured.
• Enable Credit Card payments, Alternative Payment Methods (bank transfer, SEPA, ACH), or both.
  Note: These methods must be enabled in Stripe or your chosen payment provider.
• For card payments, choose whether to pass fees on to the client or absorb them into your costs.
• Add payment installments with firm due dates, or due dates that are:
• • Relative to invoice creation, or
  • Based on the start or end date of a confirmed trip
    (e.g. deposit due 5 days after invoice, final payment due 90 days before travel).
• Set installment amounts as:
• • A fixed amount
  • A percentage of the invoice total
  • The remaining balance
    (This ensures final payments automatically adjust if the invoice total changes later.)
• Skip the Refunds section for now.
  

Miscellaneous tab

• Leave Cost Breakdown toggled off (you can enable this later per invoice if needed).
• Use Additional Notes for cancellation policies or special terms.
• Optionally include a link to a confirmed itinerary.
• Paste in your Terms & Conditions.
  

Send tab

• Optionally enable automated payment reminders and set a cadence.
  Reminders stop automatically once payment is received.
  

Finally, click the dropdown next to Save and select Save as template.

Step 3: Connect Flowbrite and set up suppliers

Once Flowbrite is connected, you can pay suppliers instantly and track expenses effortlessly.

1. If you don’t already have a Flowbrite account, email [email protected].
2. The account admin should go to Account Settings → Integrations and enter your Flowbrite key.
3. Ensure your beneficiaries are created in Flowbrite.
4. In Safari Portal, navigate to Contacts → Suppliers.
5. Edit a supplier, open the Flowbrite tab, search for the matching beneficiary, and click Connect.
   

You can now:

• Pay supplier and expense payments with a single click
• Save on FX and bank fees
• Track who you’ve paid, who you owe, and when
• Monitor profitability by file, consultant, and time period 🎉

Step 4: Start creating client invoices

From the Financials module or any expanded file, click Create New → Create Invoice.

Remember: a single invoice can include multiple payment installments, such as a deposit and a final payment.

Alternatively, add a Book Button to any Lookbook or Itinerary to turn a proposal into a bookable trip.

• Clients can select their preferred options and add-ons, and the system automatically generates a custom invoice, schedules payment reminders, and tracks everything for you behind the scenes.

Step 5: Track payments and profitability 💥

Use the Financials module to stay fully in control:

• All Payments tab
  Filter to see who has paid you, who you’ve paid, and what’s still outstanding.
• View by File
  Easily see profitability by file, and expand any file to see:
• • Amounts collected
  • Amounts paid out
  • Funds you should currently be holding
• View Statistics
  Track total projected profit and booking revenue by time period and consultant, compare performance over time, and see how much you should be holding for upcoming trips.

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