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View an Invoice/Invoice History

Written by Holly Hoagland

Updated at October 22nd, 2024

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You can view invoices for your orders in one of two ways: for single Property Site and for multiple Property Sites.

 

Option 1: How to View Invoices for Single Property Site

Step 1: Go to Site Summary
Step 2: Click “View Invoices” shortcut
Step 3: Select desired invoice
Step 4: Download, print or email your invoice

Step-by-Step:

 

Step 1: Navigate to the Sites tab in the upper right-hand corner and click the site you're wanting to view invoices for. This will take you to the Site Summary.

Step 2: In Site Summary, click the ‘View Invoices’ shortcut button; this will automatically scroll you down to the bottom of the page to see the invoices.

Step 3: Select the desired invoice you'd like to view by clicking the ‘Invoice’ button. Note: each order for the property will have its own invoice. 

Step 4: The invoice popup box will appear. From here you can print or email the invoice by clicking the assigned buttons. To download your invoice, select print button; on the print screen select 'Save as PDF'.

 
 

Option 2: How to View Invoices for Multiple Property Sites or Full Account Invoice History

Step 1: Go to Account Page
Step 2: Go to Reports
Step 3: Select Purchase History
Step 4: Navigate to the desired invoice
Step 5: Filter table, if needed

Step-by-Step:

Step 1: Select the Account tab in the upper right-hand corner.

Step 2: From the left-side tabs, click ‘Reports’ to navigate to the Reports page.

Step 3: On the Reports page, click ‘Purchase History’.

Step 4: Invoices for all past orders can be found in the Purchase History table. Select ‘Invoice’ to view for a specific order. From the popup box, you can print or email the invoice. To download your invoice, click print and select ‘Save as PDF’. Note: a .CSV spreadsheet file of the whole Purchase History table can also be downloaded. 

Step 5: To filter the table, use the drop-down menu to narrow the results to one property or change the dates for ‘Show purchases between’.

 
 
viewing invoices purchase history

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