Reviewing Your Purchase History
Zach N. avatar
Written by Zach N.
Updated over a week ago

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:

  • Date

  • 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.

Note: The purchase history for each business is permanently stored in the database.

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.

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