Resolving an organization account balance

Organisations with Chargeable Accounts may have a negative account balance due to Services/Bookings or Products that were charged to the organisation. This article will detail how to bundle the outstanding invoices for the organisation and either take payment immediately or send them an invoice for payment.

Resolving organisation account balance

Steps

1. Navigate to the Client menu
2. Navigate to Organisations from the side menu
3. Select the Organisation

4. Scroll down to the Account Balance section
5. Click Resolve Account Charges

6. Check the relevant invoices you would like to bundle
7. Click Create an Invoice

8. This bundled invoice will now appear in the organisation's History tab (this ONLY shows transactions and payments made by the organisation, not for people IN the organisation).

9. Determine if you're taking payment now or emailing an invoice for payment:
   1. If taking payment now, click on the Pay Now button and enter payment details
   2. If emailing an invoice for payment, click Email Invoice once the invoice has been created. Please see the next sections depending on how payment can be received.

Separate product purchases not bundled with bookings

An client from an organisation is able to purchase a separate Product (e.g. kit of massage oils, vouchers) and charge it to the organisation.

However, these separate product purchases cannot be bundled with the other booking invoices as part of the Resolving an organisation account balance process and will not appear in the list of charges to resolve. They will need to be invoiced and paid for separately (go to the Organisation's History tab to see any separate products)

If a product is bundled with a booking, however, then it will be bundled together automatically. Please refer to following screen shot showing the red box around the booking/product bundles that will be resolved into a single invoice (in addition to the other bookings):