How to view your invoices and credit notes

3 minute read

Once invoices and credit notes have been generated—either manually or automatically—you can view them at both an individual resident level and at a global level (Location, Entity, or Group).

Viewing at the resident level

To view all financial documents associated with a specific resident:

1. Navigate to the Resident Profile
2. Select the Billing tab
3. Click on Invoices & Credit Notes

From here, you’ll be able to:

• View all invoices and credit notes tied to the resident’s bookings
• Search and filter by:
  • Document type (Invoice or Credit Note)
  • Fee Payer
  • Reference Number

Top Tip: Documents are listed by default in order of their Reference Number.

Viewing at a global Level

There are two ways to access invoices and credit notes across multiple residents and locations:

Via the Invoices & Accounts Dashboard

1. Navigate to the Billing tab
2. Select Invoices & Accounts
3. Choose a Location
4. Click View Invoices & Credit Notes

Via the Billing Tab (Group, Entity, or Location View)

1. Navigate to the Billing tab
2. Select View Invoices & Credit Notes
3. Choose to filter by:
   1. Entity
   2. Location
   3. Or select View All

Choosing between line items and headers

When viewing at a global level, you can switch between two table views:

• Line Items View
  • Each individual line item from every invoice or credit note is listed.
  • e.g. If an invoice has 5 line items, you’ll see all 5 listed separately.
• Headers View
  • Each document (invoice or credit note) appears as a single row regardless of how many line items it contains.