Track fees, embassy costs, and client balances precisely
Visa consultancies handle high-volume, low-margin transactions with embassy fee pass-throughs and service charges. Travix Cloud keeps those fee components separate on each invoice and maintains a running client balance through the whole application lifecycle.
Visa work runs on thin, easy-to-lose margins: an embassy fee, a service fee, maybe a courier charge, all on one application. Travix Cloud keeps those components separate on the invoice line instead of folding them into one number, so a fee change or a rejection refund is a correction to one line — not a rebuild of the whole invoice.
Common challenges
- Embassy fees and service charges need to be tracked separately
- High transaction volume makes manual ledger entry error-prone
- Client balances shift with fee adjustments and rejections
- Refund processing for rejected applications is inconsistent
- Receipt-heavy workflows mean a lot of manual data entry per application
How Travix Cloud helps
- Visa line items capture embassy fee, service fee, and markup separately
- OCR intake cuts down on manual entry for receipt-heavy workflows
- Customer ledger reflects every fee adjustment in real time
- Refunds post as proper reversals linked to the original invoice
- High application volumes are just a Professional-plan voucher limit, not a wall
Key features for this solution
Visa-specific line items
Embassy fee, service fee, and markup tracked as separate fields.
OCR document intake
Queued extraction with human review before posting.
Customer sub-ledger
Running balance updated on every fee adjustment.
Refund management
Rejection refunds post as reversals linked to the original invoice.
High-volume voucher support
Professional-plan voucher limits sized for high application counts.
Ready to run your agency on one ledger?
Join the travel businesses that traded spreadsheets and legacy ERP for a platform actually built around how agencies work.