Tracking Invoices & Payments: viewing status updates 💰
To keep everyone, venues and entertainers, updated about their performance invoices and payments, Surreal now displays helpful payment status updates that can be viewed by everyone.
If you are a venue that is part of a group that is receiving a consolidated group invoice, then only group users will be able to access and track the status of these group rolled up invoices.
Viewing Payments status
All performances are listed in your Finance tab> Payments. Hover over the Payment Status of each performance to display further information.
Upcoming
This will display for performances in the future that have not yet taken place.
Outstanding
Showing any performances that have been completed/taken place but have not been invoiced yet.
Overdue
Completed performances that have exceeded payment terms and not been invoiced which need to be actioned ASAP.
Viewing Invoice status
After performances have been invoiced and emailed to your Accounts team for payment processing they are viewed in your Finance tab > Invoices. Hover over the Payment Status of each invoice to display further information.
Processing
Invoices will automatically have the status of processing once generated. This status will remain until the payment has been received by Surreal and funds have cleared (please allow up to 3 business days for payment clearing).
Overdue
Invoices with an overdue performance will automatically have an overdue status. This means that payment is required promptly to ensure the entertainer is paid in a timely manner. Payment Banners will automatically display until the overdue amounts have been paid.
Paid
Once the invoice has been paid, the status will automatically update.
Payment Banners: Overdue Payments
If your Venue has overdue payments you'll see alert banners displayed at the top of your Surreal screen. These banners are designed to notify any overdue payments that need to be settled to prevent being locked out of your account and unable to add new bookings.