To view all your invoices, go to your Settings โ Billing and click on 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)
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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, simply click on the Pay invoice button, and you will be redirected to Stripe, where you can choose your preferred payment method.
You can pay with a link, card, bank transfer or cash app pay.
You can also view and download any invoices in closed status by simply clicking on the three dots and choosing the View invoice option.
Once you click on the View invoice option, you will be redirected to Stripe, where you can download the invoice.