Invoices and receipts

Invoices is the record of what you have paid: the amount, the date, the method, and the reference.

It is where you go when accounts asks for proof of a payment, and where you check whether a bank transfer has been matched to your order.

Each payment appears with its amount, the method used — card or bank transfer — and its reference.

The reference is the thread tying a payment to an order. On a bank transfer it is the narration you were asked to use; on a card payment it identifies the transaction. Quote it in any question about a payment and the answer arrives far faster.

A new organization sees an empty list, which simply means nothing has been paid yet.

Nothing to configure. This is how to use it.

1. Go to Invoices.
2. Find the payment by date and amount.
3. Take the reference when raising anything with your accounts team or with support.
4. If a bank transfer you sent is not listed, it has not been matched yet — see below before assuming it is lost.

A bank transfer is missing from the list. Two ordinary causes: the transfer has not cleared, or it went without the reference. If it carried the reference and a working day has passed, open a ticket quoting the date, amount and reference.

The amount does not match what you expected. Check whether you are billed monthly or annually, and how many seats you own on Usage. Seats bought part-way through a period are the usual explanation.

The list is empty but you have paid. Confirm you are looking at the right organization if you belong to more than one — the switcher is at the top of the dashboard.

You need a formal invoice document rather than a record. Open a ticket with the reference and say what your finance team needs on it.

• Billing and plans — what you are paying for
• Payment methods — the cards on file
• Go to Invoices