# Invoices (https://yapl.app/en/docs/user-guides/billing/invoices)

# Invoices

Access your billing history, download invoices, and understand your charges.

## Accessing Invoices

### Finding Invoice History

1. Navigate to **Settings** in sidebar
2. Select **Subscription** tab
3. Scroll to **Payment History** section
4. View list of invoices

### Who Can Access

Only **workspace owners** can view invoices. Team members do not have billing access.

## Invoice List

### Information Displayed

Each invoice entry shows:

| Field | Description |
|-------|-------------|
| Date | Invoice date |
| Invoice Number | Unique identifier |
| Amount | Total charged |
| Status | Payment status |
| Actions | Download link |

### Invoice Statuses

| Status | Description |
|--------|-------------|
| **Paid** | Successfully processed |
| **Pending** | Awaiting payment |
| **Failed** | Payment unsuccessful |
| **Refunded** | Amount returned |

## Viewing Invoice Details

### Opening an Invoice

1. Find invoice in history
2. Click to view details
3. Or click download icon

### Invoice Contents

Full invoice includes:

**Header Information:**
- Invoice number
- Invoice date
- Due date
- YAPL company details

**Customer Information:**
- Company name (from Organization Profile)
- Billing address
- Tax ID (if provided)

**Line Items:**
- Subscription plan
- Additional seats (if any)
- Proration adjustments
- Taxes

**Totals:**
- Subtotal
- Tax amount
- Total due
- Amount paid

## Downloading Invoices

### Single Invoice

1. Find invoice in history
2. Click download icon
3. Invoice downloads as PDF

### Invoice Format

Downloaded invoices are:
- PDF format
- Printable
- Suitable for accounting

### Bulk Download

For multiple invoices:
1. Download each individually
2. Or contact support for bulk export

## Understanding Charges

### Monthly Subscription

| Item | Description |
|------|-------------|
| Base plan | Monthly subscription fee |
| Period | Billing period covered |

### Additional Seats

| Item | Description |
|------|-------------|
| Seat count | Number of additional seats |
| Rate | $6/seat/month |
| Total | Seats × rate |

### Proration

| Item | Description |
|------|-------------|
| Upgrade credit | Credit for unused time |
| New plan charge | Prorated new plan cost |
| Net difference | Amount charged |

### Taxes

| Item | Description |
|------|-------------|
| Tax rate | Based on location |
| Tax amount | Calculated on subtotal |

## Invoice Dates

### Billing Date

Your monthly billing date:
- Set when subscription started
- Same day each month
- Invoice generated on this date

### Due Date

Usually same as billing date for automatic payments.

### Period Covered

Invoice shows:
- Period start date
- Period end date
- Services for that period

## Payment Methods

### Viewing Payment Method

Invoice shows payment method used:
- Card type (Visa, Mastercard, etc.)
- Last 4 digits
- Expiration indicator

### Updating Payment Method

To change card on file:
1. Go to **Settings > Subscription**
2. Click **Update Payment Method**
3. Enter new card details
4. Save changes

## Failed Payments

### Identifying Failed Invoices

Failed payments show:
- "Failed" status
- Outstanding balance
- Retry information

### Resolving Failed Payments

1. Check payment method is valid
2. Update card if needed
3. Retry payment
4. Or contact support

### Grace Period

After failed payment:
- 3-day grace period
- Full access during grace
- Update payment to continue

## Invoice for Accounting

### Tax Compliance

Invoices include:
- Tax ID (if provided)
- Tax breakdown
- Legal company details
- Invoice number for records

### Record Keeping

Recommendations:
- Download invoices monthly
- Store for tax records
- Maintain organized archive

### Expense Reporting

Use invoices to:
- Document business expenses
- Support reimbursements
- Track software costs

## Company Information on Invoices

### Source of Information

Invoice company details come from:
- Organization Profile settings
- Billing address configuration
- Tax ID entries

### Updating Invoice Details

To change how your company appears:
1. Go to **Settings > Organization**
2. Update company information
3. Changes apply to future invoices
4. Historical invoices unchanged

## Refunds

### Refund Invoices

If refund issued:
- Separate credit invoice generated
- Shows original invoice reference
- Negative amount indicates credit

### Refund Reasons

Common reasons:
- Accidental duplicate payment
- Service issues
- Plan change adjustments

### Requesting Refund

Contact support for:
- Billing errors
- Duplicate charges
- Service issues

## Troubleshooting

### Cannot Access Invoices

**"You don't have permission"**
- Only owners can view billing
- Verify your workspace role

### Invoice Not Appearing

- Refresh the page
- Check date range
- Verify payment completed
- Contact support if missing

### Incorrect Invoice Details

**Company information wrong**
- Update Organization Profile
- Applies to future invoices

**Charge seems incorrect**
- Review line items
- Check for proration
- Verify seat count
- Contact support

### Cannot Download Invoice

- Try different browser
- Clear browser cache
- Check popup blocker
- Contact support

## Related Topics

- [Subscription Plans](/docs/user-guides/billing/subscription-plans) - Plan details
- [Managing Seats](/docs/user-guides/billing/managing-seats) - Seat charges
- [Organization Profile](/docs/user-guides/workspaces/organization-profile) - Company details