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Wedge: How to set up a new agency

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W-Edge: itrvl How-to's 

Section 1 – Deal Stage (SS + TD)

Finding a booking or client in itrvl

Checking a booking in itrvl after Window changes

Regenerating the video itinerary

Publishing and unpublishing the client portal

Verifying sell rate and agent commission

Reading version history and supplier cost lines

Hiding and showing the sell price

Section 2 — Provisional and Closing Sale (SS + TD)

Requesting a provisional hold in itrvl

Generating invoices and sharing the payment link

Section 3 — Post-Confirmation Changes (JS)

Generating a separate invoice for immediate payment

How post-confirmation changes work — Window to itrvl flow

Re-invoicing when a change affects the price

How to set margin to zero for nett bookings

Refreshing a booking after post-confirmation changes

Section 4 — Operations

Adding Operations Details in Presentation Editor

Adding international flights in Presentation Editor

Downloading Documents 

Section 5 — Additional Invoicing and Payments

How to split an invoice

How to change the selling currency on your itinerary

Marking an invoice as paid

Section 6 — Multiple Routes and Split Bookings

What a split route booking is and why it matters

How to resequence a split route booking

Rares Homm

Help & Guides

Getting Started

How to log in to itrvl

Who to contact for itrvl support

Understanding itinerary statuses

Getting started with itrvl

Trip Building & Editing

How to rebuild your itinerary using Copy to Builder

How to change the start date of your itinerary

How to add custom accommodations using Own Accommodation

How to import a booking

Clients, Sales & Proposals

How to navigate the Client Details page

How to publish and share your itinerary with clients

Presentation Editor & Client Portal

How to use the Presentation Editor

How to show or hide the sell price and set a custom pricing note

Pricing, Invoicing & Payments

How to mark an invoice as paid

How to share the Payment Portal with your agent or client

Troubleshooting & FAQs

How to fix the "Error Connecting to Booking Server" issue

Jacada - Help & Guides

How to edit transit points and transfers

How to add and manage services in your itinerary

How to delete an itinerary

How to update margin and align invoices

How to add DMC costing for Global bookings

How to fix an incorrect header image on the Client Portal

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