Once a component is priced, this is where you set how and when your client pays for it: all at once, as a deposit plus a final balance, or across installments. It's also where you make an item ready for your client to authorize, and where that authorization happens from their portal.
š„ Prefer to watch? See Booking & Payments | TripLoft Academy for a video walkthrough.
Set the component's price first, on the same tab. See Configure Pricing for Proposal Components. The trip-wide view of every booking and balance is covered in Understanding the Bookings Tab.
Where payment settings live
On a component's Pricing & Booking tab, scroll past the pricing fields to the Credit Card Authorization & Payment section. Everything in this article lives here.
[SCREENSHOT: Credit Card Authorization & Payment section showing Payment schedule, Allow partial payments, and the Expected payments table]
Set the payment schedule
Under Payment schedule, pick one of three methods:
In Full: the whole amount is due in one payment (the default). The Expected payments table shows a single Final balance row, with the amount filled in automatically from the price; you just set the due date.
Deposit + Final Balance: enter the deposit amount and a due date for both the deposit and the final balance. The table shows a Deposit row and a Final balance row, and TripLoft calculates the final balance for you (total price minus deposit).
Set Installments: start with one Installment row plus a Final balance row. Click Add Installment to add as many as you need, and you can rename any installment label. Enter each amount and due date; TripLoft calculates the final balance (total minus the installments).
If the amounts you enter add up to more than the total price, the final balance turns negative and is highlighted in red with an "overpaid" status, so you can catch the mistake.
Allow partial payments
Below the methods is an Allow partial payments toggle, described in-app as letting clients decide the amount they want to allow for authorization. Turn it on to let the client authorize less than the amount asked. Leave it off to require the exact amount.
Expected payments
As you set the schedule, the Expected payments table fills in with a row per payment. Its columns are:
Payment: the label (Deposit, Installment, Final balance, and so on)
Due: the due date you set
Expected Amount: the amount for that payment
Remaining: how much of that payment is still outstanding
Status: where the payment stands (for example, Unpaid)
Action: the āÆ menu for that row
The row āÆ menu has two options:
Remove: deletes that payment line
Exclude from Authorization: keeps that line out of what the client is asked to authorize (lines are included by default). If you've already excluded a line, this option flips to Include in Authorization so you can add it back.
Make the item ready for authorization
A schedule on its own isn't enough. Until the item has what it needs, TripLoft shows an amber warning box: "Add information to get this activity authorization ready. You must add the booking supplier and start date fields to make this ready for authorization. We recommend adding a cancellation policy."
So the requirements are:
A price
A booking supplier (below)
A start date (set on the General Info tab)
Terms & Conditions of the supplier and their cancellation policy are recommended but not required. Once the requirements are met, the warning clears and the item is ready: the amount offered for authorization is the full amount if the schedule is In Full, or the first payment (the deposit or first installment) for the other two methods.
Add the booking supplier
Under Booking, click Search supplier and pick the supplier you'll book through. What happens with terms and policies next depends on whether that supplier has a saved T&C template (below).
Terms & Conditions and Cancellation Policy
If you've saved a Terms & Conditions template for the chosen supplier, TripLoft automatically fetches that supplier's terms and conditions and cancellation policy into the item, so you don't re-enter them.
You can save more than one T&C policy per supplier in your templates, but a proposal currently uses only one. So TripLoft attaches the first policy in that supplier's list by default. To change it:
Click Edit to open the currently attached policy. Keep the same policy but adjust it for this booking (a small date tweak, a single line) right here.
Or click Back to list to pick a different policy from the ones you've saved for that supplier.
If the chosen supplier has no T&C template yet, add the Terms & Conditions and Cancellation Policy directly in this workflow. What you add here is also saved as a template for that supplier, so it's available to fetch automatically next time:
Terms & Conditions: add one by URL, custom text, or PDF upload.
Cancellation Policy: set a policy name, a cancellation type (partial, full, or non-refundable), and a description. Adding one helps protect against chargebacks.
For reusable supplier terms, see Create Supplier T&C Templates.
How your client authorizes payment
Once an item is authorization-ready, publish and share the trip (see Build a Basic Proposal). From there:
The client opens the trip link and sees a "N payments to authorize" prompt below the agent card.
Clicking it opens the authorization screen, listing every item that's ready, with a panel on the right to add a card.
For each item, the client can skip it for this round, adjust the amount down (if you enabled Allow partial payments for that item), or leave it as-is. The total to authorize updates as they go.
The client adds a card, e-signs, and agrees to the terms, which enables the Authorize button.
On authorizing, the payment is authorized and both you and the client get a confirmation email listing exactly what was authorized.
The client returns for later rounds as more comes due: remaining balances, the next installment, or items that have since become authorization-ready. Fixed payments (like a set deposit) can be skipped but not adjusted; items with partial payments allowed can be skipped or adjusted. This repeats until everything is authorized.
[SCREENSHOT: Client authorization screen showing items ready to authorize, the skip/adjust controls, and the add-card panel]
Log a payment for your records
Authorizing a payment is the client approving the charge; it isn't the same as paying the supplier. Once the client has authorized an amount and you've actually paid the supplier using their authorized card, record it here so the status stays accurate.
Under Past payments and authorizations, click Log Payment, then in the dialog enter:
Amount: how much you paid
Date Paid: the date of the payment
Note (optional): a short detail, for example "Paid to supplier."
Click Save.
The note is client-facing. Per the dialog, notes are visible to travelers on their invoice and on the pricing tab of their itinerary, so keep them appropriate to share.
After you save, the payment appears in the Past payments and authorizations table (columns: Amount, Date, Details, and Status), and the matching row in Expected payments updates automatically: its Status changes to Paid and its Remaining drops by the amount you logged.
Logging a payment is for record-keeping: it keeps the payment's status accurate and gives you and your client a transparent record of what's been paid. The actual charge to the supplier is made by you using the client's authorized card, not by this button.
[SCREENSHOT: Log Payment dialog showing the Amount, Date Paid, and Note fields with the "visible to travelers" helper text]
[SCREENSHOT: Past payments and authorizations table showing a logged $2,000 payment marked Paid, with the matching Expected payments row now Paid and $0.00 remaining]