Overview

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

Location Selector

The location selector on Owner Profile pages and their tabs uses a multi-select field that allows users to 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 automatically selected.

• When Restrict Users to Allowed Locations is enabled, only the user’s allowed locations are automatically selected.

  • Single-location users default to their assigned location.

This filter ensures that data displayed across all tabs (Reservations, Deposits, Invoices, Agreements, and Notes) accurately reflects the selected locations.

View by Invoices Paid

1. Select a payment date range or leave blank to view all payments.
   
   
2. 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.

View by Payment Event

1. Select a payment date range or leave blank to view all payments.
   
   
2. 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.

Related Resources

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