Resources for travel agency finance teams
Guides, documentation, and reference material to help you get the most out of Travix Cloud — from your first invoice to month-end close.
Getting Started
Setup, onboarding, and first steps with Travix Cloud.
Quick Start Guide
Create your tenant, configure your chart of accounts, and post your first invoice — all in under 15 minutes.
Onboarding Checklist
A step-by-step checklist for agency owners — company profile, fiscal year, user invites, and travel module activation.
CSV Import Guide
Import customers, vendors, and chart-of-accounts data via downloadable templates and the bulk-import API.
Accounting
Double-entry basics, chart of accounts, and period management.
Double-Entry Accounting Primer
How debits, credits, vouchers, and the ledger work in Travix Cloud. Essential reading for non-accountants on your team.
Chart of Accounts Setup
Configure your account hierarchy, understand account types, and use account locking during period close.
Month-End Close Guide
Run trial balance, reconcile bank and vendor statements, review aging reports, and close your accounting period.
Travel ERP
Travel invoices, refunds, ledgers, and commission tracking.
Travel Invoice Guide
Create multi-service travel invoices with airline, hotel, visa, insurance, and Umrah line items.
Refund Workflows
Process full and partial refunds with automatic reversal postings. Link refunds to original invoices for audit traceability.
Customer & Vendor Ledgers
Understand running balances, drill down to transactions, and reconcile sub-ledger totals against the general ledger.
Developer
API reference, webhooks, and integration guides.
API Reference
Full REST API documentation with authentication, endpoints, request/response schemas, and code examples.
Webhook Events
Available event types, payload schemas, signature verification, and retry behavior for webhook integrations.
Feature Flags & Plan Gating
How plan-level and tenant-level feature flags control access to travel modules, OCR, API, and advanced reports.
Product updates
New features, integration launches, and accounting best practices — delivered monthly. No spam, unsubscribe anytime.