Invoice Documents

The Invoice documents tab lets Customer administrators view finalized billing documents for their organization. These documents group withdrawal and credit transactions and represent billing that has been processed.

Accessing Invoice Documents

1. Sign in with a Customer administrator account.
2. Click Billing in the sidebar.
3. Select the Invoice documents tab.

What you see

The list shows only Invoiced (finalized) documents for your organization.

Table columns

Row actions

Viewing an invoice document

The detail page shows a summary of all billed services, organized by type:

• On request services — on-demand applications with transaction amounts
• Scheduled services — scheduled course applications
• Ongoing courses — ongoing course applications

Each section lists applications with amounts and subtotals. A Grand total appears at the bottom.

The page header includes:

• Invoice document ID and creation date
• Created by — staff user who created the document
• Your organization’s details (name, number, address)
• Customer admin details — your name and email
• Billing account — account title and balances

Page actions

Use View participants on an application row to see the attendees included in that application.

How invoice documents relate to transactions

When staff finalize an invoice document, the platform creates an Invoiced amount transaction on the billing account. You can see this transaction in the account ledger on My account or on a shareable/shared account’s transaction view. The Related with column links to the invoice document ID.

Related documentation

• My account — transaction history including invoiced amounts
• Billing overview
• Notifications — billing notifications