While Sassie does not send any payments to shoppers directly, Shopper Billing pages give you the ability to easily determine which shops are available for payment, and create different types of exports based on different Payment Methods your shoppers are using.
Get started on the main Admin Page.
In the Shoppers tab, under the Tools column, you can use the Shopper Billing link, or simply use the QuickJump bar.
Invoices
Each invoice corresponds to a single shop. Shops with a status of Finalized (or higher), or marked as Excluded, can be processed into invoices, if they are assigned to a valid shopper in the system.
Additionally, the shop will be available for payment only if the Shopper Pay checkbox is checked.
Newly created invoices begin in the Billing status New and can be updated to Pending or Paid using the available Shopper Billing functions.
Keep in mind that test and Kiosk shops will not be included into the exports.
The typical meaning of these Billing statuses is:
New
The invoice has not yet been processed. It may be completed by the shopper, but no payment action has been taken.
New invoices can be moved to Pending or directly to Paid.
Pending
Indicates that invoices have been exported with the intention of payment, but the payment has not yet been sent.
Pending invoices can be moved to Paid.
Paid
Confirms that payment has been sent to the shopper, and the date of payment is recorded in the Shopper Log.
Only Paid invoices are included in the Shopper Tax Export.
Invoice Calculation
Each invoice is made out of base payment (standard shopper payment amount), and expenses/special expenses if the question list has those type of questions and the shopper answered them.
Expenses cannot exceed the limits defined when the shop was scheduled, and if there are no expense questions, only the base payment will be included.
The Shopper Billing pages are made up of five different parts, which can be accessed by clicking the buttons at the top of the page.
Each button has their own help article, and their general purpose is as follows:
Process New Invoices
This page is used to set invoices in the Billing status of New to Pending or Paid. It generates one or more export files of invoices that have had their status changed.
Mark Invoices as Paid
This page is used to set invoices in the Billing status of Pending to Paid. A QuickBooks export may be generated.
View Invoices/Edit Status
This page allows you to view the current Billing status of the invoices, as well as to alter their status individually or in bulk. Exports can be generated if necessary.
Edit Payable Shops
This page also allows you to view the current Billing status of the invoices, as well as to alter their status individually or in bulk.
Shops can be marked as not payable to prevent them from being processed in the billing system and can later be set back to payable if desired. Once a shop has been paid, however, it is not possible to mark it as not payable.
Shopper Tax Export
This page exports a list of shoppers who have earned a specified amount during a specified period of time. The intention of this page is to generate a list of shoppers who must pay taxes on their mystery shopping income.