How to Access Invoices


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Access Invoices

Important: Access to view invoices (Payment tab) is by default only available to account admins. See this video on editing permissions for the payment portal.

If you would like to view an itemized invoice, follow the steps listed below (account admin only). 

  1. Click the drop-down menu by your name/icon at the top right of the screen.
  2. Click Manage Organization.
  3. Click the Payment tab.
  4. Click View Invoices.
  5. Click Itemized.

User Profile Status

To view the current status of a user, please see the steps below (account admin only):

  1. Click the drop-down by your name/icon at the top right of the workspace.
  2. Click Manage Organization.
  • If a user has a checkmark next to their name, they are fully registered and will count towards the invoice.
  • Users with an envelope next to their name will not count towards the invoice. There are 4 envelope statuses:
    • Blue envelope - User has been sent an invite but has not accepted.
    • Gold envelope - User has not been sent an invite.
    • White envelope - User is currently a placeholder and has not been sent an invite .
    • Red envelope - Invalid email address.

Click the envelope to populate a box where an email address can be entered and invites can be sent or resent or use the "Send Invites" button at the top right of the user list to send mass invites.

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