To view all your invoices, go to Settings and, in the Billing section, click the Invoices card, then open the Invoices tab. Here, you will find all invoices that need to be paid, as well as the history of closed invoices.
To view the Billing tab in Insightful you need respective permission in the application. This tab is most commonly accessible to all organization Admins and to Managers with Billing permission.
Understanding your invoice details
All invoices contain the following details:
Billing period
Subscription plan
Number of licenses
Prorated amount for the previous billing period
The due date for the invoice
Amount of the invoice (including tax)
Status of the invoice (open or closed)
You will notice that invoices can be in two possible statuses:
Open status: all unpaid invoices or invoices in any other status, such as currently uncollectible invoices that are expected to become collectible,
Closed status: includes paid and voided invoices,
Paying your invoice
To pay your invoice, click the Pay Invoice button. The invoice opens in a new tab, where you can choose your preferred payment method.
You can pay with a link, card, bank transfer or cash app pay.
To view or download any invoice, open or closed, click the three dots and choose View invoice or Download pdf.
View invoice opens the invoice in a new tab, where you can also download it. Download pdf saves the PDF straight away.
Downloaded invoice PDFs contain billing and payment information only, including charges, billing periods, plans, and licenses. Invoices do not include full subscription terms, contract terms, or Terms of Service information.