Payment tracking
View your invoices, check payment statuses, download PDFs, and monitor your outstanding balance.
Overview
The Payment tracking section gives you full visibility into your financial relationship with the operator. You can view all invoices, check their payment status, download PDFs for your accounts department, and monitor your total outstanding balance.
Invoice list
The invoice list (agency-invoices-list) displays every invoice issued to your agency by the operator.
Each row shows:
| Column | Description |
|---|---|
| Invoice number | Operator-assigned invoice reference |
| Date | Invoice issue date |
| Mission ref | Associated mission or booking reference |
| Amount | Total invoiced amount (inclusive of applicable taxes) |
| Status | Current payment status |
| Due date | Payment due date |
Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Invoice has been prepared but not yet sent |
| Sent | Invoice has been sent to your agency; payment expected |
| Partial | A partial payment has been recorded |
| Paid | Invoice has been paid in full |
| Overdue | Payment due date has passed without full payment |
| Cancelled | Invoice has been cancelled |
Filtering and sorting
Use the Status filter to view only invoices in a specific state (for example, all Overdue invoices). Use the Date range picker to narrow results to a billing period. Click any column header to sort by that field.
Invoice detail
Click any invoice row to open the invoice detail view (agency-invoice-detail).
The detail page shows:
- Billing information — your agency's name and address as recorded by the operator
- Line items — each trip or service line with its description, quantity, unit price, and total
- Tax summary — applicable VAT lines grouped by rate
- Total — subtotal, total tax, and grand total
- Payment history — list of payments recorded against this invoice, with dates and amounts
Downloading the invoice PDF
Click Download PDF to save the invoice as a PDF document. The PDF is formatted for accounting and contains all mandatory billing fields.
PDFs are generated on demand and reflect the current invoice state at the time of download.
Payments overview
The Payments page (agency-payments) shows your agency's financial summary at a glance.
It displays:
| Indicator | Description |
|---|---|
| Outstanding balance | Sum of all unpaid invoice amounts currently due or overdue |
| Overdue total | Portion of the outstanding balance that is past its due date |
| Paid this month | Total amount paid in the current calendar month |
| Paid this year | Total amount paid in the current calendar year |
Below the summary, a filterable list shows all payment transactions recorded by the operator against your account, including partial payments. Each row shows the payment date, amount, payment method (if recorded by the operator), and the invoice it was applied to.
Note: Payments are recorded by the operator when they register a payment receipt. If you have made a payment but it does not appear in this view yet, contact your operator to confirm receipt.
Related pages
- Quote requests — download invoice PDFs from the reservation detail
- Booking wizard — create new bookings that will generate invoices
- Mini-CRM — associate end customers with bookings for easier invoice lookup