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
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