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Viewing invoices

Viewing Invoices

Access and download your invoices for record-keeping and accounting.

Accessing Invoices

  1. Go to Billing > Invoices
  2. View list of all invoices
  3. Click any invoice to see details

Invoice Information

Each invoice includes:

  • Invoice number
  • Date issued
  • Due date
  • Line items with descriptions
  • Subtotal, taxes, and total
  • Payment status
  • Payment method used

Invoice Statuses

Status Meaning
Paid Payment received
Pending Awaiting payment
Overdue Past due date
Refunded Payment returned
Cancelled Invoice voided

Downloading Invoices

Single Invoice

  1. Click on the invoice
  2. Click Download PDF
  3. Save to your computer

Multiple Invoices

  1. Select invoices using checkboxes
  2. Click Download Selected
  3. Receive a ZIP file with all PDFs

Invoice Settings

Customize your invoices:

  1. Go to Billing > Settings
  2. Add company details:
    • Company name
    • Address
    • Tax ID/VAT number
  3. These appear on all invoices

Filtering Invoices

Find specific invoices:

  • Date range - Select start and end dates
  • Status - Filter by paid, pending, etc.
  • Amount - Search by amount range
  • Search - Find by invoice number

Automatic Invoice Emails

Receive invoices by email:

  1. Go to Billing > Settings
  2. Enable Email invoices
  3. Add additional recipients if needed
  4. Invoices sent upon payment

Tax Information

  • Invoices include applicable taxes
  • Tax rates based on your location
  • VAT-registered? Add your VAT ID in settings
  • Tax-exempt? Contact support with documentation

Tips

  • Download invoices monthly for records
  • Set up email delivery for automatic copies
  • Add company details before first purchase
  • Keep invoices for tax purposes