Where to Find your Invoice and Client Usage Statement

When you receive an invoice for Dext Prepare, it will automatically be uploaded to the Inbox of the Costs workspace in your account. A detailed breakdown of your invoice and usage per client can be found via the Subscription page. 

Note: This article is for our Accountant and Bookkeeper partner users only.


To view your invoices:

  1. Go to My Profile in the sidebar.
  2. Click on Subscription.
  3. Go to the Invoice History tab.

billing-history.png


To view your usage:

  1. Go to My Profile in the sidebar.
  2. Click on Subscription.
  3. Go to Your Plan and Usage.

your-plan.jpg


To view client usage (client breakdown):

  1. Go to My Profile in the sidebar.
  2. Click on Subscription.
  3. Go to Clients in the Prepare – Your Plan and Usage Section, then click View client usage.

client-usage.jpg