Payments & Invoicing
Dashboard → Invoices & Payments lists every invoice and payment across all your tours and orders. The same two tables also appear at the bottom of each tour editor, filtered to that tour.
An invoice is what you bill; a payment is money received. A payment can be linked to an invoice or stand on its own.
Invoices
Section titled “Invoices”Create an invoice
Section titled “Create an invoice”Click Add Invoice and choose where the invoice comes from:
- Create Invoice from Order — pre-filled with the order’s customer, products and totals.
- Create Invoice from Tour — linked to a tour.
- Create Invoice – Manual — you fill in everything.
A manual invoice can be generated by HomeOnTour or you can upload your own PDF instead.
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Optionally link a Tour and an Order.
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Pick the customer under Bill To, or click Add Customer.
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Add line items with Add Item, set the Country and the property address under Invoice For, pick a Tax if it applies, and adjust the Memo printed on the invoice.
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Set the Status and Amount. A Private Note is visible only to you.
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Click Preview to check the PDF, then Finalize Invoice.
Invoice statuses
Section titled “Invoice statuses”Draft, Open, Partially Paid, Paid, Void, Uncollectible. Change the status from the dropdown in the Status column. Hide Void hides voided invoices from the list.
The download icon next to the invoice number saves the PDF. The ⋯ menu opens Details or Edit.
Payments
Section titled “Payments”Record a payment
Section titled “Record a payment”Click Add Payment and choose:
- Create Payment from Invoice — pay off an existing invoice.
- Manual — a standalone payment.
For a manual payment, optionally link an Order and a Tour, pick the customer, enter the property Address, choose the Method (Cash, or your connected card processor), add a Note, set the Status, the Amount due and the Amount Paid, then Save Payment.
Payment statuses
Section titled “Payment statuses”Unpaid, Partially Paid, Paid, Void, Uncollectible. Payments made through a card processor show the processor as the method and a link to the transaction.
Gate access until paid
Section titled “Gate access until paid”In each tour editor, Tour Page Access and Media Page Access let you block the tour page and the Media Center until all — or at least one — of the tour’s invoices and payments are paid. See Payments and access.
The tour card and editor show the overall state as Paid, Partially paid or Unpaid.
Invoice branding
Section titled “Invoice branding”The company name, contact details, colour and memo printed on invoices are set under Company Details → Payments & Invoices.