How to view Owner Costs, History and Balances
View Owner Costs
You are able to view the cost each owner is charged. Navigate to Finance > Owner Cost tab.
● All owner accounts are listed in the left column. To search for an owner, type in the Search box then hit Enter key to find out the result.
● All costs during the period of the selected owner are listed on the main table.
● Total Amount shows the total money the owner has to pay for the horse(s) during the period.
● You are able to sort the list by clicking on the heading until it views the triangle icon next to the heading
● You are able to filter the list by clicking on then select the values you want to view.
● You are able to select the period you want to view:
o In default, the period starts from the last Statement Creation to the current date.o Click on the date range to select the period you want to view.o Anytime, you can back to the current pending period by Last Billing Period option in Date & time picker.
View Owner Balances
You can view the amount owed by each owner, for each horse. Navigate to Finance Account of the Owner, and then the BALANCE tab.
View Owner History
All statements and single invoices created for the owner account will appear on the History tab on the Owner Profile.
The statements are ordered by Statement Date. You can view it as pdf or send it to the email address defined in Account Basic Info.
You can also view all Credits, being any payment received from the owner or any credit notes applied.
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