Overview: What are we talking about?
The Owner Debt Report allows you to see who owes you money and helps you collect it. The Owner Debt Report will show you:
- Quick access to who owes you money and their contact info.
- How many reservations a customer has had and when the last one was, so you can use your discretion about whether you want to bug them right now about a few (or a few hundred) dollars.
Helpful Hint: Before you begin.
- This report is only viewable to those with the user permissions access financial reports turned on.
How to: Use the Owner Debt Report.
Navigate to the Left-hand Navigation: Reports & More » Reports: Owner Debt Report. Click the customer's name to go to their page and view all of their transactions under their transactions tab.
You can print customer's statement and mail it to them, by clicking on Print Statement.
If a customer asks you for itemized receipts, you can find those under the transaction tab on their owner page. Use the POS Transaction numbers as a reference.
If you store credit cards on file (requires an integrated payment solution), and the indebted owner has a card on file, it will be indicated on the Owner Debt Report with a green checkmark. At your discretion, you can charge an owner's balance to their card. To do that, navigate to the owner's page and click the Add to Cart button next to their balance. Once in the cart, hit the check out button. When you choose the appropriate payment method, you will be allowed to charge the total to their card on file.