Step-By-Step Guide to Accessing Your Purchase History
1. Access Dashboard Settings:
Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.
2. Navigate to Purchase History:
In the left-hand column, under 'Billing Preferences', select 'Purchase History'.
Reviewing Your Purchase History
On reaching this page, you will be prompted to select a business. Two dropdown menus are available at the top of the page: one for selecting the business and another to choose a payment status. Your account, as well as all sub-accounts, are selectable.
1. Select a Business:
Choose the business for which you wish to review the purchase history.
2. Select a Payment Status:
Pick a status for the payment. Options include:
Paid - The invoice was paid.
Draft - An invoice draft exists but has no issued due date.
Open - The invoice has been issued, awaiting payment.
Uncollectible - Payment for this purchase can no longer be collected.
Void - The invoice has been voided.
Once both dropdown menus are set, the page will auto-update, displaying a table with the relevant information. If no results match your selections, the page will display "No Invoices".
Understanding the Purchase History Table
The table provides information in the following columns:
Business Name - The name of the business related to the purchase.
Invoice Number - A unique identifier assigned to each individual invoice.
Amount - The cost of the purchase.
Status - The current status of the purchase (paid, open, etc.)
Action - Here, you can download the invoice.
Downloading an Invoice
To keep a personal copy of the invoice, click on "Download Invoice" under the "Action" column. This allows you to download a PDF file that you can view in your browser or on your device.