Knowledgebase Article

How to print invoices


Super users can extract their monthly WhosOff invoices from within their WhosOff account.

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WhosOff is primarily paid monthly online by credit or debit card. Invoices are raised on the last working day of each month (for that month's usage), and payment is collected on the 15th of the following month (i.e. in arrears).

VIEW OR PRINT AN INVOICE 

If you would like to obtain a copy of an invoice, you can follow these steps;

  • Login to your WhosOff account 
  • Click on Administration on the Left Hand menu
  • Click on Admin dashboard
  •  Under Payments at the bottom right, click View / Print invoices
  • You can use the date filters at the top to find a specific invoice
  • Click Print Invoice in line with the relevant invoice, this will open a new page in your web browser
  • To save the invoice to your computer, some web browsers, such as Chrome, provide a Save as PDF option when printing the page.
You can manually obtain these invoices as soon as they are raised (e.g. from the last working day of each month).

SEND INVOICES BY EMAIL  (MONTHLY BILLING ONLY)

You can also choose to have a PDF copy of each invoice sent out by email, these will be sent the day after payment is collected - for example, April's invoice would be collected on the 15th May, and would be emailed out on the 16th May. To set this up;

  • Login to your WhosOff account 
  • Click on Administration on the Left Hand menu
  • Click on Admin dashboard
  •  Under Payments at the bottom right, click Billing & payment setup
  • Under Options, choose an Account contact and Account email - this is where the invoice will be sent, as well as any notifications of failed payment attempts
  • Set the Email copy of PDF option to Yes and click Save changes.

Note that the company details on the invoice will reflect the details that are registered at the time you click Print Invoicenot when the invoice was raised - so if you need to change the company details or client ref, you can do so within the Company details area, and these will be immediately reflected in the Print Invoices area. 

PLATFORMS

Web / Online
Version 4

CATEGORIES

Account / Billing

PHRASES

VAT invoice, print invoice, email invoice, save invoice, statement of accounts, outstanding payments
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