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View Invoice

Summary

This guide explains how to view and download an invoice from the platform, allowing you to review its details and save a copy.


In this article

  • Before you begin
  • Step 1: Access the invoice to view
  • Step 2: View and download the invoice
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to view and download invoices.
  • Be familiar with the invoice details you need to review (e.g., amount, description, invoice number).

Step 1. Access the invoice to view

  1. Navigate to the "My Invoice" section from your main dashboard.
  2. Locate the invoice you wish to view.
  3. Click on the 3 dots (options menu) next to the invoice.

Step 2. View and download the invoice

  1. From the dropdown menu, click on "View".
  2. The invoice details will open, allowing you to review all the submitted information.
  3. If available, click the "Download" button to save a copy of the invoice to your device.

Frequently Asked Questions (FAQ)

1.Can I edit the invoice while viewing it?

 No, you can only view the invoice details. To make edits, you need the necessary permissions and will need to select "Edit" if available.
 

2. Can I download the invoice in different formats?

 Invoices are typically available for download in PDF format, but check your platform settings for supported formats.

3.What if I can't find the invoice I want to view?

Ensure you're in the correct section and have the appropriate permissions. If the invoice is still missing, contact your system administrator.