Billing
🧾 Billing
On the 1st of each month you will receive an email with drafts of all invoices generated by the system so that you can review and approve them.
Once approved, the invoices will appear in your dashboard and will correspond to all products and services sold during the previous month.
⚠️ Important:
The invoices must be reviewed and approved by you before they are confirmed.
The invoices must be reviewed and approved by you before they are confirmed.
📍 Where can I view and approve invoices?
- Click on the Billing section.
- From this section you can filter by date , status and recipient to search for one or more invoices.
You can also download or export them as the issuer , to see the data of the recipients to whom you have issued an invoice.
- If you do not apply any filters, below you will see a list with all generated invoices, both approved and pending approval.
- Filter by date and pending status to view only the invoices you need to approve.
✏️ Review or modify:
If you need to review or modify any data within an invoice, click on the “Edit” button.
If you need to review or modify any data within an invoice, click on the “Edit” button.
- Within each invoice you will be able to see:
- 📅 Date.
- 🏢 Issuer details.
- 👤 Receiver data.
- 📋 Items billed.
- 💰 Amounts invoiced.
- Once you have completed the corresponding review, select all the invoices you wish to approve and click on “Approve Selected Invoices” .
🚨 Important:
Once approved, you will not be able to modify them again. You will only be able to view them.
Once approved, you will not be able to modify them again. You will only be able to view them.
- Finally, each of your customers will receive an email with the invoices approved by you, issued in their name.
✅ Process completed:
Once the invoices are approved, they will be available on the panel and will be automatically sent to each corresponding customer.
Once the invoices are approved, they will be available on the panel and will be automatically sent to each corresponding customer.