Challenges
The manual work this trade still runs on, what it costs, and what changes.
Enquiries scattered across WhatsApp, calls and Instagram
- How it is done today
- Each consultant keeps leads in their own chat list and a notebook; follow-ups depend on memory.
- Cost or risk
- Quotes go unanswered for days and the family books with whoever replied first.
- With Finocket
- Every enquiry becomes a contact with a customer type in one CRM pipeline with stages you name.
Quotes retyped into an invoice
- How it is done today
- The quote is a Word or PDF file; the accountant retypes it into billing software once the customer agrees.
- Cost or risk
- Typos in amounts and names, and invoices raised days after the money came in.
- With Finocket
- The customer accepts the estimate online and it becomes the invoice, with destination, dates and pax on it.
Package and service-fee lines mixed on one bill
- How it is done today
- One lump sum, or a spreadsheet split worked out at return time.
- Cost or risk
- The wrong GST treatment on the wrong amount, found by the CA at filing time.
- With Finocket
- Each invoice line is marked as a tour package, ticket service fee, hotel booking or visa fee, and you set its rate and SAC with your CA.
Advances and instalments tracked in a diary
- How it is done today
- Part-payments noted by hand; balances chased by phone before departure.
- Cost or risk
- Travellers leave with money still owed, or are chased for money already paid.
- With Finocket
- Advance, instalment and balance are stages of one booking's payments, collected by payment link.
TCS on overseas packages worked out at the quarter end
- How it is done today
- Someone goes back through receipts to find which were overseas packages and what was collected.
- Cost or risk
- Missed or wrong TCS working for the quarterly statement.
- With Finocket
- TCS is recorded on the receipt itself, with a suggested amount you check with your CA.
Supplier bills that cannot be tied to a booking
- How it is done today
- Hotel, airline and DMC bills sit in email; payments are matched from memory.
- Cost or risk
- Double payments to suppliers and no idea what each booking cost.
- With Finocket
- Supplier bills are booked with the supplier type and booking reference, and paid from the supplier ledger.
Bank statement matched by hand
- How it is done today
- The accountant ticks guest receipts and supplier payments off a printed statement.
- Cost or risk
- Hours each month, and unexplained differences carried forward.
- With Finocket
- Bank lines are matched to receipts and supplier payments in the books.
Season-end handover to the CA
- How it is done today
- Spreadsheets, PDFs and a pen drive sent at year end.
- Cost or risk
- Late returns, CA fees for clean-up, and questions nobody remembers the answer to.
- With Finocket
- Your CA works in the same books with the accountant role, and gets a Tally export if they file from it.