Follow these quick and easy steps to download your itemized invoices from your customer payment dashboard.
Your customer payment dashboard grants you several avenues to access a comprehensive breakdown of your itemized invoices right from your customer payment dashboard.
Please note: Access to itemized invoices will vary depending on your partner's set up.
How to view itemized invoices:
1. Through an email notification reminder
2. Within your customer payments dashboard
1. Through the automatic email notification reminder: Customers will have instant access to download an itemized invoice via an automatic email reminder letting them know of a due invoice.
- Once the email is received, select the ‘Download. PDF’ button to instantly download the itemized invoice.
2. Within the customer payments dashboard: Log into your customer payment dashboard to access the itemized invoice as well.
- Log into your customer payment dashboard and navigate to Accounts Payable, then Invoices
- Next to the invoice, select ‘Pay now’
- Within the Payment Method screen, select ‘Download invoice’
You're all set! 🎉