Introduction

This section will cover how to view invoices using the the Owner's Detail » Invoices page. This page will be your hub for viewing open, closed, and estimate invoices for a particular owner. There are several actions available to users on this page, including applying payments, performing refunds, purchasing store credit, printing or emailing invoices, generating statements, and much more!

To access this page, navigate to any owner's profile by using the search field on the top navigation menu. Once on the owner's profile, click to the Invoices tab.

On this tab, you'll see the owners' balance of outstanding invoices and store credit. This represents the total value of Open Invoices that the owner has (what they owe), as well as the Store Credit they have available to use on the account.

To the right of that, there are a few action buttons. Pay Balance will add the owners Open Invoice balance to the cart, allowing the user to pay off the owner's outstanding debt. Add Store Credit allows the user to purchase store credit on the owner's account. Learn more about Store Credit.

The Payment History button allows you to pull an owner's payment history by Invoices Paid or by Payment Event:

To View by Invoices Paid, select a payment date range or leave blank to view all payments. Select Generate Statement. This statement can be printed or emailed to the owner by using the blue Print and Email buttons on the upper right of the window.

To View by Payment Event, select a payment date range or leave blank to view all payments. Select Generate Statement. This statement can be printed or emailed to the owner by using the blue Print and Email buttons on the upper right of the window.

The next portion of the page will provide information about the owner's invoices in a few different sections—Invoices, Estimates, Account Code Breakdown, and Store Credit History.

Invoices

The Invoices section provides a list of Open and Closed invoices for the owner. This section provides details about the charges, tax, tip, payment information, and status for each invoice.

There are 3 actions available on each invoice, listed under the Actions column. These actions include:

• View Invoice—this button will open the invoice to review the charges, payments, and refunds.
  
  
  
  
• Email Invoice—this button will email the invoice to the owner.
  
  
  
  
• Apply Payment—this button is available for open invoices, and allows for balances to be paid on that invoice.
  
  

Estimates

The Estimates section follows the Invoices tab, and provides a list of estimates that exist for the owner's reservations current or future reservations. Estimates are generated when a reservation is created, and allow the business to provide an estimate of the charges the owner can expect for their reservation, as well as allow for prepayment to be allocated to the reservation ahead of checkout. On the Estimates tab, the actions available include:

• View Estimate—this button will open the invoice to review the estimated charges.
  
  
  
  
• Email Invoice—this button will email the estimate to the owner.
  
  
  
  
• Apply Payment—this button allows the user to apply a prepayment towards the estimated charges.
  
  

Account Code Breakdown

The Account Code Breakdown is a great tool to use per owner to see which account codes the owner has used at your facility. Optionally enter dates into the date pickers to review the account code breakdown for a specific date or date range.

Store Credit History

The Store Credit History tab shows a chronological list of all Store Credit transactions, whether purchasing, redeeming Loyalty Rewards, or paying with store credit. A list of invoices where these actions were taken are listed, specifying if it was Credit Purchased or Credit Consumed, the amount, and the Store Credit Balance. 

To view the invoice for a specific action, each Invoice Number under the Invoice ID column links to the respective invoice.

Related Resources

• Get Started with Invoices Topic Outline
• Apply Pre-Payment to an Estimate Invoice How-To
• Check Out an Invoice with Payment How-To
• Check Out an Invoice with No Payment How-To
• Pay Open Invoices on the Business Side How-To
• Pay Open Invoices from the Customer Portal How-To