Irving Betesh, CEO and Co-Founder of Sion show’s us how to get deeper insights on your business with customized downloads, save time by grouping your invoices for commission follow-up and how to get commission updates with Live Statements.
Watch the video:
Combining Invoices
If you’re looking to send a supplier an invoice with multiple line items follow these instructions:
Filter on the bookings page to only the bookings you want on the invoice, or filter on a client or supplier’s profile to view only bookings you want on the invoice.
Click Download
Download as PDF
Choose Invoice PDF Supplier Preset (top right of the modal)
Click Download
After download, the combined invoice will be available in the invoices tab of the booking drawer for all the applicable bookings.
Customized Downloads
If you're looking to understand your business better, Sion's filtering tools make it easy. Here's how to get started:
Use the filters on the left side to customize the data in view on your dashboard (select your date range, status, etc. in the left column)
Click Download
Select Format
Click Group by and select preferred option
Click Export rows
After download, the report will be available in your downloads folder.
Live Statements
Note: if you would like to use Live Statements, please reach out directly to your host agency, or contact support@sioncentral.com to turn on this feature.
Live Statements are a great way to send editable commission statements to suppliers. When you send a Live Statement to a supplier, they have the option of updating the statement right in the Sion platform so you have the updated commission information and status.
Here’s how:
Click Invoices
Select the invoice you want to chase
Add an email address to the To: field
Ensure you’ve toggled on Live Statements
Click Send Now