Invoices

The Signicat Invoices service provides you with information about all invoices and their details for a selected organisation, if the information is available.

The list also indicates if a correction has been sent to you. This is shown on the list item containing the invoice.

Try it in the Signicat Dashboard

To manage invoices in the Signicat Dashboard, go to Signicat Dashboard > Billing and Analytics > Invoices.

How does the Invoices service work?

Get started

You can view invoices for your organisation in the Signicat Dashboard. To do this:

1. Log in to the Signicat Dashboard.
2. Navigate to the Invoices service.
   Where can I find the Invoices service?

   From the Signicat Dashboard, you can access the Invoices service in two ways:

   • Under the Management heading, click Invoices.
   • In the left-side menu, expand the Billing & Analytics dropdown menu, then click Invoices.

Available information

The information that is available to you in the Signicat Dashboard depends on how your organisation is set up. Either:

• The organisation is the receiver of its invoices.
• The organisation is configured with a parent organisation. In this case, the parent organisation is the receiver of the invoices.
  Want to learn more?

  You can read more about how organisations and accounts work on the Organisation management documentation.

Organisation

What does this apply to?

The following applies to organisations where:

• The organisation is set as the billing account.
• The organisation receives their own invoices.

All invoices for the organisation are listed on the invoices overview page.

For the period of time up until when an invoice is generated and sent to you, you can see a draft of the invoice with the listed transactions. During this period, the list item will be marked with the status Draft.

Account

What does this apply to?

The following applies to accounts where:

• Its organisation is set as the billing account.

All invoices for the account's organisation are listed on the invoices overview page.

All accounts under the organisation will show the same invoices in this section, as invoices are linked to the organisation.

For the period of time up until when an invoice is generated and sent to you, you can see a draft of the invoice with the listed transactions. During this period, the list item will be marked with the status Draft.

Parent organisation

What does this apply to?

The following applies to organisations where:

• The parent organisation is set as the billing account.

All invoices for the parent organisation in addition to all invoices for its child organisations are listed on the invoices overview page.

For the period of time up until when an invoice is generated and sent to you, you can see a draft of the child accounts' invoices with the listed transactions. During this period, the list item will be marked with the status Draft.

Child organisation

What does this apply to?

The following applies to organisations where:

• Its parent organisation is set as the billing account.

No invoices or invoice drafts will be shown on the invoices overview page.

Sorting invoices

By default, invoices are listed in reverse chronological order. This means that the invoice generated most recently is at the top of the list.

You can sort the list of invoices using the following parameters:

• Date
• Reference
• Amount
• Status

To do this:

1. Navigate to the column heading that you want to sort the invoices with.
2. Click the arrows icon beside the heading to sort in ascending or descending order.

Filtering invoices

You can filter invoices by date and status. to do this:

1. On the invoices overview page, click the Filter button.
2. Use the tick boxes to apply Date and Status filters:
   • If you select Date, then you are prompted to set a desired time period.
   • If you select Status, then you are prompted to set desired statuses.
3. Click Apply to confirm your choices.

What does an invoice look like?

Each line has the information below:

Invoice statuses

To learn about what the different invoice statuses mean, see the table below:

Invoice details

To see the details for a particular invoice, you must select it from the list of invoices. Once you have done this, you can view the following fields:

Usage data

Once you have expanded the usage data field, you can view the following fields which provide a breakdown of information for the method:

Export invoice

To export an invoice, you need to do the following:

1. From the list of invoices, select the invoice that you want to export.
2. From the invoice details page, click the Export invoice button.
3. From the dropdown menu, select whether you want to export the invoice as a PDF or an Excel file.

Support

If you have any questions about your invoices or require assistance, you can contact us by creating a support ticket in the Signicat Dashboard.