How do I download my monthly invoice?

Your monthly invoices are available to you online within the Portal. You will have access to your monthly invoices for 16 months.

To keep a record of your monthly invoices after the 16 months, you will need to download them.

Must know: 

  • The user will need to have Full Access to the Reporting section to view the account summary monthly invoices. 

How do I download my monthly invoice?

  1. Within the Portal go to Administration > Reporting/Analysis > Monthly Invoice.
  2. Select the row you would like to download.
  3. Scroll to the Print or Email option at the bottom of the page.
  4. From the Print option, select the option to save as a PDF. 

Good to know:

  • You will be able to specify the email address to send the monthly invoice to when clicking on the email button.
  • Most browsers should allow you to save as a PDF when printing.
Was this article helpful?
2 out of 13 found this helpful