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Introduction
Welcome to this straightforward guide to using the "Payments & Invoices" section on Truckbays. This component of the platform assists you in managing truck parking tasks by providing easy steps to handle payments and track invoices.
Before Getting Started
We will address some common questions and concerns about the "Payments & Invoices" tab.
Is the status of a payment/invoice updated in real time?
Yes the status of a payment or invoice is reflected in real time. The current state of a payment or invoice will be under the “Status” column in the main tab. The status of a payment ranges from “Paid”, “Failed”, and “Processing”. The status of an invoice ranges from “Paid”, “Draft”, “Open”, “Void”, and “Uncollectible”.
What is the difference between a payment and an invoice?
An invoice is a bill you send to customers, detailing what they owe for the reservation. A payment is money received from customers to settle one or more invoices. For example, you issue an invoice for $500, and when the customer pays this amount, it is recorded as a payment linked to that invoice. This helps you track who owes what and who has paid.
How do refunds work?
When issuing a refund in Truckbays, the dollar amount is deducted from your account. The refund process usually takes between 7 to 10 business days to complete. The customer is notified about the refund during this period.
Step-By-Step
What is the Payments and Invoices tab?
Explore how to efficiently navigate the Payments and Invoices tab within Truckbays. From checking transaction statuses to initiating refunds, this guide will walk you through each step in managing payments and invoices effectively.
1. To acces the "Payments & Invoices" tab select it from the main dashboard
Access the Payments & Invoices section.
2. Here you can see a comprehensive list of all your payments and invoices in a list.
Check the status of a payment or invoice.
3. Click "Status" to filter the current state of the payment.
Filter the status of transactions.
4. Click "From" to select the begining of a specific date range.
Select the beginning of the range.
5. Click "To" to select the end of the date range.
Specify the end of the range.
6. Click here to select the beginning of a specific price range
Enter a dollar amount to start the range.
7. Click here to input the end of a specific price range.
Enter a dollar amount to determine the end of the range.
8. Click "View Details" to open a detailed view of a specific payment
Inspect specific information.
9. Here you can see a more in depth view of a payment. To issue a refund select "Refund"
Initiate a refund process.
10. Here you can choose between refunding and canceling a bay or refunding and continuing the reservation. Click "Refund" to issue it.
Click the selected option
11. Click "Back to payments" to return to the main tab.
Return to the Payments section.
12. Click "Invoices" to see all issued invoices to customers.
Access the Invoices section.
13. Here you can see a list of any Invoice that has been issued to a customer. You also have the same filter options as the "Payments" tab.
List of invoices
14. Click "View Details" to open an in depth view of an invoice
Examine detailed information.
15. Here you have the option to change the status of an invoice, download the invoice, or view details of the payment.
You can change the status from "Paid" to "Void" to "Uncollectible"
16. Click "Back to invoices" to return to the main tab.
Return to the Invoices section.
This guide provides detailed instructions on navigating the Payments and Invoices tab in Truckbays. Learn how to access, review, and manage transactions smoothly, ensuring a seamless process for handling payments and invoices.