Payments and invoices

Payments and invoices are managed on two separate pages in the sidebar: Payments and Invoices.

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Payments

The Payments page lists all customer payment transactions for your venue.

Filtering

Use the filter panel to narrow results by:

• Date range: when the payment was made
• Status: e.g. succeeded, refunded, pending
• Payment source: e.g. online card, online bank transfer, invoice, employee benefit provider
• Payment integration: filter by connected payment provider
• Customer: search for a specific customer

Exporting payments

Click Export payments to download the current filtered view as a CSV file.

VAT report

Click Generate VAT report to open the report dialog. Select:

• Date range: the period to cover
• Report scope: generate for the current venue only, or for all venues in your company
• Email (optional): override the address the report is sent to; defaults to your company's configured email

The report is queued and delivered by email.

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Invoices

The Invoices page lists all invoices across your company, with their current status.

When Netvisor is connected, a Source column in the table shows whether each invoice is managed in Thril or Netvisor, indicated by the respective logo.

Creating an invoice

Click Create new invoice to open the invoice drawer. Fill in:

• Customer to invoice: search for a registered customer or an external customer.
• Invoicing date: the date shown on the invoice.
• Days until due: choose 7, 14, or 30 days.
• Line items: add one or more rows with a description, quantity, unit price, and VAT rate. At least one line item is required.
• Invoice message (optional): a custom message included in the invoice sent to the customer.

Click Create invoice to save.

Your company must have bank details configured before invoices can be sent or downloaded. Add them under Settings → Invoicing.

Invoice actions

Click any invoice to open it, then use the Actions menu to:

• Edit: modify an unsent invoice
• Delete: remove a draft invoice permanently
• Send invoice: deliver the invoice to the customer by email
• Download PDF: save a copy locally
• Update status: manually set the invoice status
• Mark as paid: record a payment against the invoice
• Create credit note: issue a credit note against the invoice
• Send to Netvisor, Sync status, Create payment, Edit, Match credit note in Netvisor, and Delete from Netvisor — Netvisor actions under the Netvisor section (availability depends on invoice status; see Netvisor)
• Audit log: view a timestamped history of all actions on the invoice, including status changes, payments, and Netvisor syncs

Bulk actions

To act on multiple invoices at once, check the boxes on the left side of each row, then open the selection menu at the top of the table:

• Mark as paid: records a payment on all selected invoices. Only internal invoices with an open balance are eligible; others are skipped.
• Send to Netvisor: sends all eligible invoices to Netvisor in one batch. Invoices already sent to Netvisor are automatically skipped. (Requires an active Netvisor integration.)

A results summary shows how many succeeded. Any failures are listed with the reason so you can fix and retry them individually.

Filtering

Use the filter panel to narrow results by customer, invoice status, invoice date range, sent date range, transaction date range, open-before date, whether the invoice is or has a credit note, and invoicing system (Internal or Netvisor; only shown when Netvisor is connected).

Exporting

Click Export data to export invoices or invoice transactions to a file.

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External customers

To invoice a company rather than an individual, create an external customer first. Go to the Customers section, open the External customers tab, and create an entry with the business name, Business ID, VAT ID, and e-invoicing details.

External customers appear in the customer search when creating an invoice, and their business details are included in the generated invoice.