Documentation: Client Invoices

Defined

Client Invoices are all payments associated with a lead upon confirming a trip

Relationships

All Confirmed Trips need to have Client Invoices added to the Lead's Financials Tab

Client Invoices need to be marked as Paid, Unpaid, or Pending

When a payment is made by a lead, it needs to be recorded as either a deposit or final payment

All RACK Costs need to allocated to one or more client invoice

For Booking Confirmation, a client invoice needs to be created for Final Payment with the correct pay date

Details

Client Invoices

• Search
• Recent
• Unpaid
  • All
  • Next Week 
  • Next Month
• Refunds

Guides

Trip Confirmation: How to Add Client Invoices

Trip Confirmation: How to Edit Client Invoices

Operations: Client Invoices

Operations: Refunds

Financials: Issues and Insights

Fields