The Billing Portal displays recent and past statements and/or invoices for your subscriber to view and save as PDF. This alleviates individual requests from subscribers to have copies of statements/invoices sent. Note that the view is for the legacy statement-based architecture. A section on the Relationship Invoicing view is below.
View statements and invoices associated with your subscription.
Statements are grouped along with invoices under this view. They can be filtered by subscription, by selecting the “Filter” option under the statement viewer.
Statements and invoices will inherit certain attributes depending on whether or not they have been paid.
- Green Checkmark: Indicates a statement that has been paid; invoices by default will have this symbol.
- Red Lightning Bolt: Indicates a statement that is past due; note that unpaid invoices will just be noted as “Unpaid” next to the date along the right
- Open Grey Circle: Indicates a statement or invoices for the current period that isn’t due yet. These are generated from mid-period charges, such as one-time charges and component allocations.
Your subscriber can elect whether they view their statement directly in the user interface, or elect to download a PDF version. Furthermore, you can decide to display or hide $0 product line items on invoices and statements in the statements settings.
For more information on statements, please view our statement documentation. Alternately, if you are interested in learning more about invoicing, please view our documentation here.. To hide $0 product line items on statements and invoices, see the invoices settings documentation.
Example Statements and Invoices
An example invoice view.
The PDF for the invoice above.