The Monthly Fee Invoice & Tax Statement report gives you a simple summary of all platform fees and sales tax paid for the month. It brings every fee together in one place, which helps support the shift to daily net settlement.
This report is not available for venues using monthly invoicing.
Solution
The Monthly Fee & Tax Statement report is available only to account owners or billing contacts. In addition, you need the Can manage payments role assigned to your staff account.
If you need access, ask one of your current account owners to update your staff account in Venue Manager using the steps below.
Make a staff member a billing contact
To add (or remove) a billing contact:
- From Venue Manager, go to Settings > Staff > All staff.
- A list of all staff accounts appears. Icons next to their name indicate their venue contact role.
- Select the options menu (3 dots) for the staff account you want to update.
- Select Make or Remove for the relevant venue contact you want to assign or remove.