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Billing History Overview

You can view a customers most recent billing history and the full billing history. You can also remove line items and archive them.

Below are the steps to see a customers billing history:

1) Log in to your account

2) Click the Customers tab

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3) Locate and select the customer's name to pull up their account

4) Once their account has been pulled up, scroll down until you see "Billing History"

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You can also view their full billing history by clicking the link "Full history" at the bottom of the billing history.

 

Below are the steps to access an account statement:

1) Log in to your account

2) Click the Customers tab

3) Locate and select the customers name to pull up their account

4) At the bottom of the recent billing history, click on Full History (see the above steps if needed)

5) You will now be on the "Full Billing and Payments Report" 

6) Click Account Statement at the top right of the page

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7) Click Download Account Statement

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Below are the steps to archive a line item and to access all archived items

1) Log in to your account

2) Click the Customers tab

3) Locate and select the customers name to pull up their account

4) At the bottom of the recent billing history, click on Full History (see the above steps if needed)

5) You will now be on the "Full Billing and Payments Report" 

6) In order to archive a line item, you will need to make sure the box next to the date is checked. Once you check that box, scroll to the bottom and click Archive Selected.

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7) If you need to reference that transaction or view it after it has been archived then you will click on Archived History at the top of the page, to the right.

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*Note- Typically, you would only archive a line item if it was an invoice or payment that was zeroed out or voided. This helps keep your history focused on invoices, payments, and credits that are relevant to the customers history for easy viewing and understanding.

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