Open Billing → Receivables → Invoices and select the intended invoice.
Review checklist
- Customer or account and billing period.
- Included reservations or billable items.
- Subtotal, additions, taxes, credits, and total.
- Current payment or balance information.
- Whether the invoice state matches the company’s approved workflow.
Generate invoice starts with the company currency, and the selected currency is part of the billable-trip selection. Check it before composing the document. An existing invoice’s total, paid amount, and balance use its own currency.
For a card refund, the Card-charge log report’s transaction detail shows the original charge in Transaction lifecycle when it is available. Use that link between charge and refund when reconciling the invoice’s payment history.
Before making a financial adjustment, identify whether the error belongs to the invoice, a payment, or the underlying reservation. Keep support screenshots free of full card data and other unnecessary personal information.