The Statements tab provides a comprehensive view of all your clients' statements and transactions. This article explains how to review statements, handle billing failures, and manage various payment scenarios.
Reviewing Statements
To review and manage statements:
Navigate to the Statements tab in the operator dashboard.
View each statement's status and future payments.
To download a statement:
Click the three-dot menu (...) on the far right of the statement row.
Select "Show statement" from the dropdown menu.
For Stripe users:
Click the "Paid" link in the statements tab to open a receipt in a new browser window.
From there, you can print or send the receipt to the driver.
Managing Billing Failures
When a monthly statement billing fails:
The transaction status changes to "Billing failure".
The system automatically attempts to bill the amount due in the next billing cycle.
If successful, the status updates to "Billing failure (resolved)".
Handling Failed Guest (QR) Payments
For guest (QR) payments resolved outside the Wevo system:
Locate the failed transaction in the Statements tab.
Click on the 3-dots menu.
Select the "Mark as paid" to reflect the external resolution.
Re-billing Failed Transactions
This re-billing option is available for:
Accounts set to "Per transaction" under Member billing settings
Scan to Charge transactions
For failed transactions that require immediate action:
Navigate to the Statements tab.
Use the Status filter to select "Billing failure".
Locate the failed transaction.
Click the three-dot menu next to the transaction.
Select the "Re-bill" option to attempt the charge again.
By utilizing these features, you can efficiently manage statements, resolve billing issues, and ensure accurate transaction records across various payment scenarios.