It would be super handy to have the guest's total outstanding balance listed in the sidebar when in Contacts.
We do a lot of work with repeat customers, including contractors that rent multiple properties simultaneously. It would be really nice to not have to dig through every individual booking to manually aggregate their total balance or to double-check that they're all paid up.
Hey Elliot,
Have you tried exporting your Bookings List view?
To do this, go to the Bookings tab in the OwnerRez menu bar, then select List on the far right (assuming you're not already in List view):
Once you're on the list view, use the Filter option to tell the system what date ranges to encompass, or whatever filters you'd like to sort by. Maybe Name of the guest, payment status, etc.:
Next, use the Export button to export that file. You can either download to excel using the Export button alone, or us the dropdown arrow to choose your file preference:
I know I can get the information by running reports and all that. I'm just asking that there be a quick A/R reference on their info page. By far the most important info I need to know about anyone I'm going to the Contact center for is When are they booked? and How much do they still owe?
