How to download an invoice
By default, the account Admin is the only one who can view the Billing section and download invoices. Staff permissions can be updated to allow Staff access to this section, or you can add additional recipients who will be sent a copy of the invoice at each renewal.
To download an invoice, open the Billing page then click the Invoices tab at the top, or click here to open the page directly.
When you've located the invoice you need to download simply click the invoice number to immediately begin downloading a PDF of the invoice. The download will display in the downloads section of your respective browser and the Downloads folder on your computer.
Reading your invoice
Our invoices provide five distinct pieces of information:
Our contact information
Your contact information
Invoice/Customer information
Subscription information
Charges and Payments
Our contact information
This section is found in the upper left-hand corner of the invoice, and contains our basic contact information, which should be sufficient for any tax or accounting purposes. This is automatically generated by us, and cannot be changed.
Your contact information
Your contact information is found below our contact information. This is generated from the company details section while the name on the invoice is pulled from the Admin Profile page.
Additionally, a VAT number or other tax ID will be displayed in this section if one has been added within the Company Details page.
Invoice details
This section contains a summary of the vital data that pertains to this invoice.
Invoice number | The invoice number, generated internally at AgencyAnalytics |
Invoice date | Date the invoice was generated; this is the same as the due date for this billing. May not be the date the invoice is paid. |
Invoice amount | The total amount due, before any payments were applied |
Customer ID | The internal customer ID that we use to identify your billing account |
Paid/Unpaid | Simple indicator of whether or not the invoice has been paid |
Subscription information
This section contains data that refers to your subscription itself. The subscription ID is used internally to identify your subscription. Below that the billing period for this invoice is displayed, and finally your next billing date, at which your next invoice will be generated.
Charges and Payments
This section provides you with a breakdown of your current charges and payments applied to this invoice.
You'll find the name of your plan and any add-ons, the pricing for for each line item, any taxes applied, any credits applied, and then finally, detailed information about your payment and payment method and amount due if any.
This sections displays a breakdown of the charges and payments. You'll find the plan name, Client unit count, any applied coupons or credits, all broken down in this section.
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