Summary

The Payment History button on the Owner's Invoices tab lets you view an owner's payment history by Invoices Paid or by Payment Event. Payment history data matches the locations selected in the multi-select location filter on the Invoices tab.

Before You Begin

The location selector on Owner Profile pages and their tabs is a multi-select field. It lets you view and manage records across one or more locations.

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

This filter makes sure the data on all tabs (Reservations, Deposits, Invoices, Agreements, and Notes) matches the selected locations.

Steps

View by Invoices Paid

1. Select a payment date range, or leave it blank to view all payments.
2. Select Generate Statement.

You can print or email this statement to the owner with the blue Print and Email buttons in the upper right of the window.

View by Payment Event

1. Select a payment date range, or leave it blank to view all payments.
2. Select Generate Statement.

You can print or email this statement to the owner with the blue Print and Email buttons in the upper right of the window.

Related Articles

• Get Started with Invoices Topic Outline
• Owner's Invoices Tab Reference