Every invoice is available as a PDF for your records.
DOWNLOADING ONE
Billing > My Invoices, click the invoice, then Download. The PDF carries the details on your account at the time it was generated, so keep your company information current if invoices go to an accountant.
WHAT THE PDF SHOWS
Invoice number and dates, line items with the periods they cover, any tax, any credit applied, the total, and the payment record. A paid invoice serves as your receipt.
GETTING YOUR COMPANY DETAILS ON THEM
Account > Edit Account Details, before the invoice is generated. If an invoice has already been issued with the wrong details, open a ticket and we can reissue it.
A CONSOLIDATED STATEMENT
If your accountant wants a summary for a period rather than individual PDFs, open a ticket and ask.
PROFORMA INVOICES
If your organisation needs a proforma before raising a purchase order, open a ticket with the services required and the exact name and address to appear.
KEEP YOUR OWN COPIES
Download invoices periodically rather than relying on being able to retrieve them years later.
