# Review sales invoices and subscription billing

To review sales invoices and subscription billing, start with finance access, the correct Business Account, branch, reporting period, and original financial evidence. In Admin, filter invoices, open invoice, export invoices, and review plan and billing cycle. Confirm the branch, period, source document, tax treatment, amount, and status before recording or exporting financial information.

Canonical URL: https://admin.tajergo.ae/help/articles/admin/billing/
Article ID: billing
Surface: Admin
Category: Finance
Last reviewed: 2026-09-06

## Before you start

- Finance access, the correct Business Account, branch, reporting period, and original financial evidence
- Confirm amount, tax, status, currency, and dates before recording or exporting

## Review and export sales invoices

1. Open /billing and set invoice period, branch, and status filters.
2. Open the matching invoice, verify lines, tax, payments, refunds, and status, then export only the reviewed result.

## Review plan and subscription billing

1. Open Settings with the Billing section selected for the Business Account.
2. Review plan, cycle, capacity, and subscription status; do not treat a sales invoice action as a subscription change.

## Expected result

Invoice filters, detail, and exports agree on period, branch, totals, tax, payment, refund, and status. The Settings billing section separately shows the Business Account plan, cycle, capacity, and subscription state without changing them through invoice review.

## Permissions

- Billing requires billing.read; subscription or settings actions use their own stronger permissions and are separate from invoice review.

## Troubleshooting

### An invoice is missing from the filtered list.

Confirm branch, period, invoice status, payment status, and reference, then clear the narrowest filter. Check the source transaction before assuming no invoice exists.

### Invoice detail, export, or subscription status differs.

Keep invoice review and Settings billing as separate scopes. Refresh the relevant page once and provide Support the safe invoice or subscription reference, filters, branch, period, and differing value without payment credentials.

## Related articles

- [Use the Finance overview](https://admin.tajergo.ae/help/articles/admin/finance-overview.md)
- [Record and manage expenses](https://admin.tajergo.ae/help/articles/admin/expenses.md)
- [Review VAT recorded](https://admin.tajergo.ae/help/articles/admin/vat-recorded.md)