Invoice Overview
Your invoice management system provides complete visibility into your billing history, payment status, and financial records for your restaurant’s marketing activities.Accessing Your Invoices
1
Navigate to Invoices
Click on “Invoices” in your restaurant dashboard sidebar
2
View Invoice List
Browse your complete invoice history with filters and search options
3
Select Invoice
Click on any invoice to view detailed information
4
Download or Print
Use download options for record-keeping and accounting purposes
Invoice Dashboard
Overview Metrics
Total Spend
Your total marketing spend across all campaigns and services
Outstanding Balance
Any unpaid invoices or pending charges that require attention
This Month's Costs
Current month’s campaign costs and subscription fees
Average Monthly Spend
Your average monthly marketing investment over time
Invoice Status Indicators
- Paid: Invoice has been successfully paid
- Pending: Payment is processing
- Overdue: Payment is past the due date
- Draft: Invoice is being prepared
- Cancelled: Invoice has been cancelled or voided
Invoice Details
Invoice Information
Each invoice contains comprehensive details about your charges:Header Information
Invoice Details - Invoice number and date - Billing period covered - Due
date and payment terms - Customer ID and account information
Business Information - Your restaurant name and address - Tax
identification numbers - Billing contact information - Payment method used
Line Items
Detailed breakdown of all charges:- Campaign Costs: Individual campaign spending with dates
- Subscription Fees: Monthly or annual plan charges
- Additional Services: Setup fees, premium features, consulting
- Taxes and Fees: Applicable taxes and processing fees
Cost Breakdown
Campaign Expenses
- Daily Campaign Costs: Day-by-day breakdown of campaign spending
- Click Costs: Number of clicks and cost per click for each campaign
- Impression Costs: Reach and impression-based charges
- Performance Bonuses: Rewards for high-performing campaigns
Service Charges
- Platform Fees: Monthly subscription or usage-based fees
- Processing Fees: Payment processing and transaction fees
- Support Services: Premium support or consultation charges
- Integration Fees: Third-party service integration costs
Payment Management
Payment Status
Track the status of all your invoice payments:Payment Methods Used
- Primary Card: Main payment method on file
- Backup Payment: Secondary payment method used
- Manual Payment: Payments made outside the automatic system
- Credit Applied: Account credits or refunds applied
Payment History
Successful Payments - Payment date and amount - Payment method used -
Confirmation number - Receipt download link
Failed Payments - Failure reason and date - Retry attempts made -
Alternative payment options - Resolution status
Overdue Invoices
When invoices become overdue:Immediate Actions
- Pay Now: Use the quick pay option to settle immediately
- Update Payment Method: Fix payment method issues
- Contact Support: Get help with payment problems
- Set Up Payment Plan: Arrange extended payment terms
Prevention
- Auto-Pay Setup: Enable automatic payments to avoid future issues
- Payment Alerts: Set up notifications before due dates
- Backup Payment Methods: Maintain multiple valid payment options
- Account Monitoring: Regularly check account status
Invoice Downloads & Exports
Download Options
PDF Download
Professional PDF invoices suitable for accounting and record-keeping
CSV Export
Spreadsheet format for easy import into accounting software
Print Version
Printer-friendly format for physical record-keeping
Email Copy
Send invoice copies to additional recipients
Bulk Operations
- Multiple Invoice Download: Select and download multiple invoices at once
- Date Range Export: Export all invoices within a specific time period
- Custom Reports: Generate custom financial reports
- Automated Delivery: Schedule regular invoice delivery to your accountant
Financial Reporting
Standard Reports
Generate comprehensive financial reports for your business:Monthly Reports
- Monthly Spending Summary: Total costs broken down by category
- Campaign ROI Analysis: Revenue generated vs. marketing spend
- Trend Analysis: Month-over-month spending and performance trends
- Budget Variance: Actual spending vs. planned budget
Annual Reports
- Year-End Financial Summary: Complete annual marketing spend overview
- Tax Documentation: Reports formatted for tax preparation
- Growth Analysis: Year-over-year marketing investment and results
- Vendor Documentation: Required documentation for vendor management
Custom Reporting
Accounting Integration: Export data in formats compatible with QuickBooks,
Xero, and other popular accounting software.
Report Customization
- Date Range Selection: Any custom time period
- Cost Category Filtering: Focus on specific types of expenses
- Campaign-Specific Reports: Reports for individual campaigns or venues
- Comparative Analysis: Compare spending across different periods
Automated Reports
- Scheduled Delivery: Automatic report generation and delivery
- Email Recipients: Send reports to multiple stakeholders
- Format Options: Choose from multiple report formats
- Frequency Settings: Daily, weekly, monthly, or quarterly reports
Accounting Integration
Supported Accounting Software
Direct integration with popular accounting platforms:- QuickBooks Online: Automatic expense categorization and import
- Xero: Real-time synchronization of invoice data
- Wave Accounting: Seamless integration for small businesses
- Sage: Enterprise-level accounting system integration
Manual Integration
For custom accounting setups:- Chart of Accounts Mapping: Map expenses to your specific account structure
- Category Assignment: Assign marketing expenses to appropriate categories
- Project Tracking: Track costs by restaurant location or campaign type
- Tax Code Assignment: Proper tax code assignment for reporting
Dispute Resolution
Invoice Disputes
If you have questions or disputes about charges:1
Review Invoice Details
Carefully examine the disputed charges and supporting documentation
2
Submit Dispute
Use the online dispute form to formally contest charges
3
Provide Documentation
Submit supporting evidence for your dispute claim
4
Resolution Review
Our billing team will review and respond within 3-5 business days
Common Dispute Types
- Duplicate Charges: Charges that appear to be duplicated
- Service Issues: Charges for services not received or performed poorly
- Campaign Errors: Incorrect campaign costs or misconfigured billing
- Technical Problems: Charges resulting from platform technical issues
Resolution Process
- Initial Review: Automated systems check for obvious errors
- Manual Investigation: Billing specialists investigate complex disputes
- Documentation Review: Analysis of campaign data and system logs
- Final Decision: Written explanation of resolution and any adjustments
Security & Privacy
Data Protection
Your billing information is protected with enterprise-grade security:- Encryption: All financial data encrypted in transit and at rest
- Access Controls: Restricted access to billing information
- Audit Trails: Complete logging of all billing-related activities
- Backup Systems: Redundant systems ensure data availability
Privacy Controls
- Data Retention: Billing data retained according to legal requirements
- Access Rights: Control who can access billing information
- Data Export: Download your complete billing history
- Account Deletion: Secure deletion of data when accounts are closed
Payment Methods
Learn how to manage your payment methods and billing preferences.