Review An Access's Payment History

Anyone who manages an access can see, season by season, what was billed and paid to its landowner and when, without opening the finance system.

Track

Owner Access Balances

Phase

Review

Starts with

Question about an access payment

Ends with

Payment status understood

The situation

A Head Guide or Operations is talking with a landowner and needs to know whether this season's access is already paid.

Someone opens an access and chooses the Payments tab.

Head GuideOperationsSystem

1
The Head Guide opens the access and chooses Payments.
Head Guide
Executive, Operations, and Head Guide see the tab: anyone who can open the access panel.
2
Trailhead shows each season with its season amount, billed, paid, and owed.
System
This is the key moment: one look answers whether this season's access is paid.
3
Each bill shows its status, due date, amounts, and the date it was paid.
System
4
Payouts made straight from a register for this access appear under their season.
System
5
Operations checks the landowner's bills and payouts that are not linked to any agreement.
Operations
Earlier payments made before linking existed appear here; they never count toward an agreement.

Head Guide

Checks an access's payments while working with its landowner.

Operations

Reviews payment history alongside the access terms.

System

Groups linked bills and payouts by season.

Head Guide

The access's Payments tab, season by season

Why: Answer a landowner's payment question on the spot.

Operations

Linked bills and payouts plus the landowner's unlinked history

Why: Spot what is still owed and what was paid outside an agreement.

The Payments tab explains what was billed and paid for an access; paying and correcting stay in SettleWise.