The Billing Tab is a new feature in your client portal that provides a central location for managing your invoices. Here, you can view all your invoices, including open, paid, overdue, or credited. You can also download your invoices directly from this tab.
What type of invoices can I view in the Billing Tab?
You can view all of your invoices, categorised as follows:
- Open: Invoices with an outstanding balance.
- Paid: Invoices that are paid in full, either through a combination of credits and payments.
- Credited: Invoices paid entirely with a credit, effectively voided.
- Overdue: Invoices with an open balance past the due date.
When will I see my invoices in the Billing Tab?
Invoices will continue to be processed weekly. Once processed, you will be able to view them on the Billing Tab. Additionally, you will continue to receive the invoice emails as usual.
How do I download an invoice?
To download an invoice, simply go to the Billing Tab, find the invoice you need, and click on the invoice name. The invoice will be downloaded in PDF format.
How frequently is the Billing Tab updated?
Invoices will continue to be processed weekly, so you should receive your new invoices on a Friday. The invoice status will be updated real-time after the finance team receives your payments. If payment methods such as bank transfers are used, the status will only be updated once the accounts receivable team processes the payment. Please note that this may introduce a delay of up to 24 hours.
Who should I contact if I have questions about an invoice?
If you have questions about an invoice, please contact your Customer Success Manager, who will be happy to assist you.
Can I make payments directly from the Billing Tab?
Currently, the Billing Tab only lets you view and download your invoices. For payment options, please continue using your existing payment method. If you have questions about payment options or need further assistance, please reach out to your Customer Success Manager.