Understanding your invoice

Our invoices convey a lot of crucial information! This article will walk you through each section of your AgencyAnalytics invoice

Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

How to interpret your invoice

Notice that our invoices are broken up into five distinct sections.

They are:

  • 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 tax and accounting purposes.

Your contact information

Your contact information is found directly beneath our contact information.

We pull this information directly from the data that you've configured within your profile in the dashboard. To access and edit these settings, first click your user icon in the upper right hand corner of your dashboard, then click "Profile".

Your name on the invoice is pulled from the Profile page, in the Account section. The rest of the data is pulled from the Company Details page in the Account section.

To configure a VAT number of other tax ID to be displayed on the invoice in the "Your Information" section, simply fill out the "VAT Number" field in the Company Details page of the account section. You may need to scroll down to see it.

Invoice/Customer information

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: The date that the invoice was generated, which is the same as the due date for this billing. May or may not be the date that the invoice was paid

  • Invoice amount: The total amount due, before any payments were applied, for this invoice

  • Customer ID: The internal customer ID that AgencyAnalytics uses to identify your account

  • Paid/Unpaid: A simple, "at a glance" indication of whether or not this invoice has been paid in full.

Subscription information

This section contains data that refers to your subscription itself. You'll the subscription ID, which we use internally to identify your subscription, as well as the subscription dates that this invoice pertains to, and finally your next billing date, at which your next invoice will be generated.

Charges and Payments

This section provides you with a detailed breakdown of the calculation 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.

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