Billing

Use this topic for review platform bills and invoices.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Billing

Audience

Business owners and billing managers.

Permissions

  • Only business owners and authorized billing managers may manage this view.

Actions

Review invoice
Use Review invoice to support review platform bills and invoices.
Open payment details
Use Open payment details to support review platform bills and invoices.

Statuses

Due
The record is currently due.
Paid
The record is currently paid.
Overdue
The record is currently overdue.
Void
The record is currently void.

Workflow

  1. Open Billing.
  2. Review the record and its current status.
  3. Choose Review invoice and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

A recorded payment is missing
Match the invoice reference and contact support with the receipt