Summary

The Owner's Detail » Invoices page is your hub for open, closed, and estimate invoices for an owner. Users can apply payments, perform refunds, buy store credit, print or email invoices, generate statements, and more.

Where to Find It

Use the search field in the top navigation menu to open an owner's profile. Then select the Invoices tab.

What This Does

Location Filter

The Invoices tab has a multi-select location filter. Users can view invoices and related data across one or more locations.

• The default selection is All Locations.
• When Restrict Users to Allowed Locations is off, all locations are selected automatically.
• When Restrict Users to Allowed Locations is on, only the user's allowed locations are selected automatically. Single-location users default to their assigned location.

All invoice information updates based on the selected locations. This includes open and closed invoices, estimates, account code breakdowns, and store credit history.

Page Overview

This tab shows the owner's balance of outstanding invoices and store credit. This is the total value of Open Invoices the owner owes, and the Store Credit the owner can use.

To the right are action buttons. Pay Balance adds the owner's Open Invoice balance to the cart so a user can pay it off. Add Store Credit lets a user buy store credit on the owner's account. See Store Credit.

The Payment History button pulls an owner's payment history by Invoices Paid or by Payment Event.

To view by Invoices Paid, select a payment date range or leave it blank to see all payments. Select Generate Statement. You can print or email the statement to the owner with the blue Print and Email buttons at the upper right of the window.

To view by Payment Event, select a payment date range or leave it blank to see all payments. Select Generate Statement. You can print or email the statement with the blue Print and Email buttons.

The rest of the page shows the owner's invoices in four sections: Invoices, Estimates, Account Code Breakdown, and Store Credit History.

Invoices

This section lists the owner's Open and Closed invoices. It shows charges, tax, tip, payment information, and status for each invoice.

Each invoice has 3 actions in the Actions column:

• View Invoice: Opens the invoice so you can review charges, payments, and refunds.

  

• Email Invoice: Emails the invoice to the owner.

  

• Apply Payment: Available for open invoices. Lets you pay balances on that invoice.

  

Estimates

This section follows Invoices. It lists estimates for the owner's current or future reservations. Gingr creates an estimate when a reservation is created. It lets the business give an estimate of the charges the owner can expect. It also lets the business apply prepayment to the reservation before checkout. The actions are:

• View Estimate: Opens the invoice to review the estimated charges.

  

• Email Invoice: Emails the estimate to the owner.

  

• Apply Payment: Lets the user apply a prepayment toward the estimated charges.

  

Account Code Breakdown

This tool shows which account codes the owner has used at your facility. Optionally enter dates in the date pickers to review a date or date range.

Store Credit History

This tab lists all Store Credit transactions in order. It covers purchases, redeemed Loyalty Rewards, and payments with store credit. It lists the invoices where these actions took place. It shows whether credit was purchased or consumed, the amount, and the Store Credit Balance. Select an Invoice Number in the Invoice ID column to open that invoice.

Related Articles

• Getting Started with Invoices Topic Outline
• How to Apply a Pre-Payment to an Estimate Invoice How-To
• How to Pay Open Invoices on the Business Side How-To