Getting Started Guide - Getting Started Guide: Payouts

Learn how to create Payouts in Travefy to stay organized, track what’s been paid, and give your advisor's clearer visibility into their commission status. If you would like access to Payouts along with Smart Reconcile make sure to reach out to our team at [email protected]. Don’t have an account? Start your 10-day free trial at: https://info.travefy.com/4eiMowN 00:00 Payouts Overview 00:29 Navigate to Bookings 00:50 Create New Payout 01:13 Filter and Add Bookings 01:55 Review Totals and Save 02:19 Disperse Paid Bookings 02:33 Close Payout and Status 02:54 Wrap Up and Support Note: Payment is not process through Travefy, only tracked. _____________ Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.