Invoices
    • 02 Sep 2023
    • 1 Minute to read
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    Invoices

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    Article summary

    Note

    This section can be hidden for customer users basis partner request.

    • Click on Invoice menu item from the left menu bar with two sections as follows

      • Invoice: It displays all customer invoice generated so far.
      • Payments: Any payment that were made by customers can be see here, if recorded by partner.
    • Click on the Invoice to see the invoice specific details

      • In the overview you will be able to see the below details
        • Invoice Number
        • Invoice Amount
        • Invoice Status
        • Invoice Generated On
        • Billing Period
        • Invoice Due Date
    • Click on the Invoice # to open the Invoice with three sections as follows:

      • Details: Will display the entire invoice along with the detailed summary of all the charges along with downloading the same as a CSV or PDF.
      • Notifications: This will show you any notification email triggered against this invoice.
      • Comments: Using this you can add your comments against this invoice and your partner can review and respond.

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