Invoices

In the customer portal you see all invoices you receive from the fulfilment company. When you click an invoice, the detail screen opens with the breakdown of the invoice. From there you can also download, export or pay the invoice.

Opening the detail screen

1. In the menu, go to Financial.
2. In the overview, click the row of the invoice.

The detail screen has one tab: Invoice lines. The Actions button is at the top right.

Invoice statuses

An invoice can have the following statuses:

• Concept: the invoice has been created but is not final yet. You see the breakdown in real time during the month.
• Final: the invoice is completed and can no longer be changed.
• Exported: the invoice has been passed on to the accounting software of the fulfilment company.
• Sent: the invoice has been sent to the contact person of the accounts department.
• Paid: the invoice has been paid.
• Reminded: a reminder has been sent for the invoice.

Invoice lines

On the Invoice lines tab you see all lines of the invoice, with the Description, the Price, the Amount and the Total for each line. You also see a Total row with the total of all lines.

The Actions menu

The Actions button is at the top right of the detail screen.

• Export: download an Excel overview of all data and activities on which the invoice is based.
• Download: download the invoice as a PDF. You only see this button if there is a PDF of the invoice.
• Download reminder: download the reminder as a PDF. You only see this button if a reminder has been sent for the invoice.
• Pay: opens a link to pay the invoice. You see this button for a final, exported, sent or reminded invoice. For other statuses the button is called View and you open the invoice. The button is only there if the invoice has a link. The link opens the invoice in a new tab, in the accounting software of the fulfilment company.
• Create support ticket: create a support ticket that is linked directly to this invoice.