All invoices on your account can be viewed and downloaded on the Invoices table under Account Activity on the Overview page.
To view your invoice statement, select the Invoice ID in the Invoice column of the table. This will open a PDF copy of the invoice in a new window.
To download your invoice statement as a PDF, select the checkbox on the invoice or invoices you wish to download. Then select ‘Download’ from the actions listed above the Invoices table.
To download your invoice statement as an Excel file, select the checkbox on the invoice or invoices you wish to download. Then select ‘Export’ from the actions listed above the Invoices table. Depending on if you have filters applied or specific records selected, you will have the options to Export All (all records in the table, regardless of filters or selections), Export Selected (only records selected with the blue check box displayed on the table), or Export Filtered (all records that apply to the filtered criteria, regardless of selections).
View Varies by Role
Depending on your user role, you will have different records available to you in the Activity tables.
Account Admins: all activity
Payers: all activity
Group Admins: activity from their group and below in their hierarchy
Purchasers: their own activity only
Transaction Statements
If you are on consolidated billing and have a Transactions table, all of the same steps above apply to viewing and downloading transaction statements on the Transactions table.