The Invoices tab on a customer's profile lists all their invoices — and now you can act on them right from the list, so you don't have to leave the profile to print, share, or set a due date.
Where to find it
Open a customer or family profile and click Invoices.
Columns
The tab uses the same columns as the organization Billing table, including Aging, Purchase Source, Balance Due, Payment Status, and Payment Method. On a family profile you'll also see the Owner column; it's hidden when you're viewing a single member.
Filters
Created date range
Due date range
Column toggle to show or hide columns
Actions on each row
From any row you can:
Print
Copy the invoice link
Share
Change visibility
Download a PDF
Add, edit, or remove a due date
Actions follow each staff member's permissions.
Inside an invoice
Each line item links to what it paid for — the reservation, the program session, or the membership — so you can answer "what exactly did they pay for?" in one click.
The invoice header shows who created the invoice and the platform it came from.