AdminFinance

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.

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

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

Review plan and subscription billing

Open Settings with the Billing section selected for the Business Account.
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.

Use the Finance overview
Use Finance to reach the correct invoice, expense, VAT, or accounting workflow and verify source amounts.Record and manage expenses
Create, verify, edit, or delete the exact expense record with its source amount, tax, category, and branch.Review VAT recorded
Reconcile output VAT, input VAT, and net position against invoice and expense ledger detail.