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