Paperwork & money

Two tabs on every departure do the season's least glamorous work. Paperwork tracks which forms have arrived; Money is your ledger book — what each traveler owes and what your office recorded as received. Both are office-side records on every plan, and neither ever appears in a traveler's app.

The paperwork grid

On the Paperwork tab, you decide what this departure needs — "passport copy," "insurance form," "final payment form," up to 50 items — and the tab becomes a grid: one row per traveler, one cell per item, sorted worst-first so the person missing the most sits at the top.

• Each cell is one of four states: pending, in, declined or n/a — and each mark is stamped with who in your office set it, and when.
• Your office records; travelers are never asked. There is no upload flow and no in-app nag — the app shows travelers nothing about paperwork. You mark what arrived by post, email or phone, the way your office already works.
• Removing an item removes its column and the marks in it. Cloning a departure copies no paperwork — next season starts clean.

The checklist reminder

One click per traveler sends a plain email listing exactly the items still pending for them — sent from your office, with replies going to the staff member who pressed send. If nothing is missing, or the traveler has no email address, the button tells you so instead of sending.

The cooldown: each traveler can be sent a checklist reminder at most once every 24 hours. Press again inside the window and the dashboard refuses, telling you when it can go again — so two colleagues working the same grid can't double-nag a guest.

The Money tab

Money is a ledger, not a checkout. Cordelle processes no payments, holds no card numbers and moves no money. The tab records two things, both typed by your office:

• Charges — what a traveler owes for this departure: a label, an amount, a kind (deposit, balance or other) and an optional due date.
• Recorded payments — what your office says arrived against a charge: the amount, your own word for the method ("check," "card," "cash"), the date, an optional note, and who in your office recorded it.

The tab's balances list shows one row per charged traveler, worst first: overdue balances at the top (longest overdue first), then everyone still owing, then the settled — who stay visible, so "everyone has paid" is something you can read off the screen rather than infer from an empty list.

Money history follows the person, not the roster row: a guest's charges across seasons are on their guest book record, and deleting a traveler from a roster keeps their money records under the name as it was typed. Deleting the whole departure is what deletes its ledger.

Payment instructions

On the Money tab, write your own payment instructions once — "mail a check to…," "call the office with a card," a link to your own payment page — and every balance reminder email quotes them word for word. Cordelle adds no payment machinery of its own: how your guests pay you is, and stays, your business.

The balance reminder

Each charge with money outstanding has a one-click reminder: a plain email quoting the amount still due, the due date if you set one, and your payment instructions — sent by a person in your office, with replies going to that person. A settled charge, or a traveler with no email, is refused with a plain sentence instead of sending.

The cooldown: each charge can be reminded about at most once every 24 hours. Inside the window the dashboard refuses and tells you exactly when the next one can go. Like every Cordelle email, reminders carry no tracking pixels and no images that report back.

What travelers never see