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Invoices ​

Every payment a subscriber makes is recorded here as an invoice. This is the operator's billing ledger — one row per charge, across every tenant on the platform.

What you'll learn

  • How to read the platform-wide invoice list
  • What each invoice status means
  • How to download an invoice as a PDF

Invoices vs. quotes

Don't confuse these with a tenant's own Quotes. A quote is a sales document a tenant sends their customer. An invoice here is what a tenant pays you for their subscription.

The invoice list ​

Open Subscription → Invoices.

Invoices list

Each row shows:

  • Increment Id — the invoice number, e.g. INV-0001.
  • Amount — the total charged.
  • Payment Method — how it was paid, e.g. Stripe.
  • Company Name — the subscriber the invoice belongs to.
  • Company Email — their account address.
  • Company Domain — their CRM address.
  • Invoice Status — Active for a settled invoice, InActive otherwise.
  • Created At — when the invoice was raised.

Use Search to find an invoice by number or company, and Filter to narrow by status.

Downloading an invoice ​

The download icon in the Actions column generates a PDF of the invoice — Invoice_INV-0001_2026-09-09.pdf — with the tenant's company details, the plan, and the amount. Hand it to a tenant who needs it for their own bookkeeping, or keep it for your records.

TIP

A subscriber can also download their own invoices from inside their workspace, and you can re-send the latest one to them from the subscriber detail view.

Where invoices come from ​

An invoice is created automatically whenever a subscriber pays — on first purchase and again on every renewal. You don't raise invoices by hand; they follow the subscription. To change what a tenant is billed, edit the plan they're on, which takes effect at their next renewal.

Where to go next ​