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. After clicking Generate Statement on the pop up window, the page will display a summary of all invoice actions made during the date range. Upon clicking the button, you'll be prompted to enter a date range (or to leave the dates blank to view their all-time payment history). The Payment History button allows you to pull an owner's payment history for a date range. Add Store Credit allows the user to purchase store credit on the owner's account (you can learn more about store credit here). Pay Balance will add the owners Open Invoice balance to the cart, allowing the user to pay off the owner's outstanding debt. To the right of that, there are a few action buttons. 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. On this tab, you'll see the owners' balance of outstanding invoices and store credit. 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. 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! This page will be your hub for viewing open, closed, and estimate invoices for a particular owner. This section will cover how to view invoices using the the Owner's Detail » Invoices page. It's imperative that charges are confirmed and adjusted prior to check out in the cart-including applying packages and coupons. Important! The line items, prices, or quantities on an invoice cannot be adjusted after the invoice is created. Once payment has been applied in full, the invoice becomes Closed. Open invoices can have payment applied to them at any time, and will remain open until they are paid in full. If payment is not applied in full, an invoice remains in the Open state. Invoices - when a reservation or item is checked out, an invoice is created that displays the finalized charges, and payment can be applied. Estimates can have their charges adjusted at any time. Prepayment can be applied directly to invoices to allow pet parents to pay in advance of their reservation. Estimates - when a reservation or appointment is created, an estimate invoice is generated with the estimated cost of the reservation or appointment.Invoices are automatically generated when a reservation or item is checked out, and can exist in three states. listing the quantity and price of the services or items that the business has provided the pet parent. In Gingr, this is a list of itemized charges for reservations, additional services, retail items, packages, etc. To obtain a full conversion guide, check out this article.Īn invoice is used to communicate what is owed to the business from it’s customers. Invoicing is a new feature that will be released on August 1st, 2019! This article is available to help you get an idea of what to expect with the launch of this feature.How to Pay Open Invoices from the Customer Portal.How to Pay Open Invoices on the Business Side.How to Check Out an Invoice with No Payment.How to Check Out an Invoice with Payment.How to Apply Pre-Payment to an Estimate Invoice.This is a core function of the app, so it’s important to fully understand how all of the pieces fit together. This article will cover how to use the Invoicing feature in Gingr.
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