Billing / Documents
Invoices & Receipts
Paid invoices are available in the dashboard as PDFs, exportable as CSV, and emailed as receipts. This is the field-by-field reference.
Reference
What an invoice record contains
Each invoice in the dashboard carries the amounts, the period it covers, and its payment state.
- number and status
- The invoice number and whether it is paid, open, or otherwise outstanding.
- subtotal, tax, total
- Amounts in the invoice currency. Tax is shown separately from the subtotal.
- amount paid / amount due
- What has been settled and what remains, so a partial payment is visible.
- billing period
- The start and end of the cycle the invoice covers.
- due date and paid date
- When payment was expected and when it was received.
- line items
- The individual charges that make up the total.
Actions
What you can do with it
- Download a PDF
- Each invoice can be downloaded as a PDF for your records or your finance team.
- Export the list
- The invoice list can be exported as CSV when you need to reconcile several periods at once.
- Receive a receipt by email
- A receipt is emailed when an invoice is paid, with the PDF attached.
- Open the hosted invoice
- Paid and outstanding invoices also have a hosted URL for viewing or settling payment.
- Manage payment details
- Payment methods and subscription details are managed through the billing portal from the dashboard.
Tax
Tax details on documents
Your billing profile holds the business name, address, and tax identifier that appear on invoices. Add these before your first paid invoice if your finance team requires them, because they are rendered from the profile at the time the document is produced.