In this article, we show you how you can view invoices, credit notes, and funds in a credit account.<\/p>\n\n\n\n

Table of Contents<\/p>\nToggle<\/span>

Viewing invoices<\/a><\/li>
Making a payment<\/a>
- Changing a payment method<\/a><\/li><\/ul><\/li>
- Viewing credit notes<\/a><\/li>
- Reviewing account credit<\/a>
  - Adding funds<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n
    <\/span>Viewing invoices<\/a><\/span><\/h2>\n\n\n\n
    1. Click the Billing menu tab.<\/li>\n<\/ol>\n\n\n\n
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      Click Billing tab<\/figcaption><\/figure>\n\n\n\n
      \n
      On the left menu, click the My Invoices menu tab. A list of all invoices displays.<\/li>\n\n\n\n
      Click a subheading to view Paid, Unpaid, or Credited invoices.<\/li>\n<\/ol>\n\n\n\n
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      Choose invoice type<\/figcaption><\/figure>\n\n\n\n
      <\/span>Making a payment<\/a><\/span><\/h2>\n\n\n\n
      To make a payment from an invoice page:<\/p>\n\n\n\n
      \n
      Go to the My invoices page.<\/li>\n\n\n\n
      Click Unpaid on the left menu.<\/li>\n\n\n\n
      Click an invoice.<\/li>\n\n\n\n
      Click Pay now at the top of the invoice.<\/li>\n\n\n\n
      Select a payment method and fill the fields.<\/li>\n<\/ol>\n\n\n\n
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      Click Pay now<\/figcaption><\/figure>\n\n\n\n
      <\/span>Changing a payment method <\/a><\/span><\/h3>\n\n\n\n
      Clients can change the payment method on the invoice page.<\/p>\n\n\n\n
      \n
      Click Change on the invoice page.<\/li>\n\n\n\n
      Fill the fields.<\/li>\n<\/ol>\n\n\n\n
      <\/span>Viewing credit notes <\/a><\/span><\/h2>\n\n\n\n
      Clients can see a list of credit notes (refunds) from your store.<\/p>\n\n\n\n
      \n
      Go to the My invoices page.<\/li>\n\n\n\n
      Click Credit notes on the left menu.<\/li>\n\n\n\n
      Click an item to review details.<\/li>\n<\/ol>\n\n\n\n
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      Review details<\/figcaption><\/figure>\n\n\n\n
      <\/span>Reviewing account credit <\/a><\/span><\/h2>\n\n\n\n
      Your clients can view and top up their account credit (if they choose to use this payment method).<\/p>\n\n\n\n
      \n
      Go to the My invoices page.<\/li>\n\n\n\n
      Click Account credit on the left menu.<\/li>\n<\/ol>\n\n\n\n
      \n
      The Account credit page shows current funds available.<\/li>\n<\/ul>\n\n\n\n
      <\/span>Adding funds <\/a><\/span><\/h3>\n\n\n\n
      To add money to an account:<\/p>\n\n\n\n
      \n
      Click the Top up button.<\/li>\n\n\n\n
      Enter an amount.<\/li>\n\n\n\n
      Fill the fields on the payment page.<\/li>\n<\/ol>\n\n\n\n
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      Click Top up button<\/figcaption><\/figure>\n","protected":false},"featured_media":0,"parent":579,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","doc_tag":[],"_links":{"self":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/596"}],"collection":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/comments?post=596"}],"version-history":[{"count":1,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/596\/revisions"}],"predecessor-version":[{"id":597,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/596\/revisions\/597"}],"up":[{"embeddable":true,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/579"}],"next":[{"title":"How Do I Check My Account Balance","link":"https:\/\/sitebuilder.live\/docs\/client-panel-administration\/how-do-i-check-my-account-balance\/","href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/599"}],"prev":[{"title":"How Do I Manage Tickets","link":"https:\/\/sitebuilder.live\/docs\/client-panel-administration\/how-do-i-manage-tickets\/","href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/594"}],"wp:attachment":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/media?parent=596"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/doc_tag?post=596"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}

<\/span>Viewing invoices<\/a><\/span><\/h2>\n\n\n\n\nLog in to the store account.<\/li>\n\n\n\n

<\/span>Making a payment<\/a><\/span><\/h2>\n\n\n\nTo make a payment from an invoice page:<\/p>\n\n\n\n\nGo to the My invoices page.<\/li>\n\n\n\nClick Unpaid on the left menu.<\/li>\n\n\n\nClick an invoice.<\/li>\n\n\n\nClick Pay now at the top of the invoice.<\/li>\n\n\n\n

<\/span>Changing a payment method<\/a><\/span><\/h3>\n\n\n\nClients can change the payment method on the invoice page.<\/p>\n\n\n\n\nClick Change on the invoice page.<\/li>\n\n\n\n

<\/span>Viewing credit notes<\/a><\/span><\/h2>\n\n\n\nClients can see a list of credit notes (refunds) from your store.<\/p>\n\n\n\n\nGo to the My invoices page.<\/li>\n\n\n\nClick Credit notes on the left menu.<\/li>\n\n\n\n

<\/span>Reviewing account credit<\/a><\/span><\/h2>\n\n\n\nYour clients can view and top up their account credit (if they choose to use this payment method).<\/p>\n\n\n\n\nGo to the My invoices page.<\/li>\n\n\n\n