Contents
Overview
The Invoices tab is where you can access all new and historical invoice data.
As with the other tabs, you can filter the data based on different criteria and export the filtered data in a comma separated value (csv) file format. See more info below on the export options.
If you want to change the number of results loaded in the page, you can change this at the bottom of the page.
Filters
Data can be filtered according to these filters:
Site
The site the invoice corresponds to (applicable to self-storage invoices).
State
Active represents any unpaid invoices (Draft ; Sent ; Failed);
Draft invoices are invoices that need to processed manually for the customer to receive the invoice or be charged;
Sent invoices have emailed to customer and are not yet marked as paid in the system;
Pending invoices are invoices that have been charged but are pending a response from the payment gateway to confirm whether the charge has been successful or not (this primarily applies to direct debit transactions);
Failed invoices have had a charge attempted on the user's registered payment method but have failed for whatever reason (e.g. expired card). Customers receive a failed invoice email automatically notifying them that there was an attempted charge but the charge failed and requesting them to update the payment details in their account;
Paid invoices have had the whole payment amount settled resulting in a balance of 0. Once an invoice is marked as paid, customers automatically receive a receipt email.
Dates
Allows you to filter invoices by their invoice date on a specific date or date range.
Labels
Filter by custom made labels. To learn more on creating labels, read the labels help doc.
Creating a unit invoice
To create a unit invoice, click on the + icon and fill in the details in the pop up window.
Updating invoice items
Click on the invoice to view the invoice details.
To edit invoice items, click on the 3 dot icon in the corner and select Set state to draft.
Items
The Items section outlines each line item of the invoice. These will be automatically added to the invoice (storage fees, recurring charges, store product charges, transportation fees, manually added charges, etc), when it is created.
Line items can also be added, edited and deleted manually, if required (only if invoice is in Draft state). Click on the line item to make the necessary changes. Click on the + icon to add a new item.
You can choose to add a custom charge or select one from your list of pre-defined charges.
Payments
For more information on Payments, read our help doc here.
History
The History section will log all payments and invoices associated with that unit.
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