Step by step

Invoices and billing details

Every confirmed payment produces an invoice you open and print from Billing. Where they are, who can see them and how to add your legal name and tax ID before paying.

In the app:: Billing › Payments and invoices; Open the app
Reviewed on: Reviewed on 6 October 20264 min read

In this article

Every confirmed payment produces an invoice. They are under Billing › Payments and invoices, where you open them to print them or save them as a PDF. For them to carry your legal name and tax ID, fill in your billing details before paying: an invoice that has been issued does not change.

Before you start

To see payments and invoices you need to be an Admin or the Owner. Other roles do not see the Payments and invoices section.
To change the billing details you also need to be an Admin or the Owner. Other roles can see them but not edit them.

Add your billing details before paying

Go to Settings (opens the app) and open Company.
Scroll down to Billing details.

Fill in the fields:

Field	What to enter
Legal name	The registered name of your company, or your own if you are self-employed. If you leave it empty, the invoice carries the account name
Tax ID (NIF / CIF)	Your tax identification number
Billing email	The address that receives the receipt for every payment. If you leave it empty, the owner’s email is used
Address, Postcode, City, Province and Country	Your billing address

Press Save changes. “Company details saved” appears.

The details appear on the invoices issued from then on. Invoices already issued do not change, so do this before the first payment, and before each renewal if anything has changed.

Open an invoice

Go to Billing (opens the app) and scroll down to Payments and invoices.
Choose one of the two tabs:
- Payments shows each payment with its Description, Date, Status and Amount. In the Invoice column, press the invoice number.
- Invoices shows each invoice with its Number, Date, Subtotal, VAT and Total. Press View invoice.
The invoice opens in a new browser tab.
To print it or save it as a PDF, use your browser’s print option and choose a printer or save as PDF.

The app does not produce a PDF file: the invoice is a page prepared for printing. If your browser blocks new tabs, the invoice is downloaded as an .html file, which opens in any browser.

Right after paying, you can also open it from the Payment result page.

Which payments have an invoice

One invoice is issued for every confirmed payment: starting a plan, each monthly renewal and each purchase of extra credits. In the Payments tab, the status tells you where each one stands:

Status	What it means	Invoice
Paid	The bank has confirmed the payment	Yes
Pending	The payment has been started and the bank’s confirmation is still to come. Check status opens the result page	Not yet
Failed	The bank did not authorise it. The reason appears underneath. Nothing was charged	No
Not completed	The payment was never completed. Nothing was charged	No
Refunded or Partially refunded	iAgentify has returned all or part of the amount to the card	Yes, the one of the original payment

What the invoice shows

The number and the date.
iAgentify’s details as the issuer and yours as the customer: legal name or account name, tax ID, address and email.
The description: the plan and the month, the renewal or the credit pack.
The Subtotal, the VAT with its rate and the Total.
The note “Paid by card” and the payment reference.

The receipt by email and the language

Receipt. With every confirmed payment we send a receipt by email to the Billing email or, if it is empty, to the owner’s email.
Language. Invoices are in the account language, which you choose under Settings › Company › Region and language › Account language. It is also the language of the bank’s payment page.

If an invoice needs correcting

An issued invoice cannot be edited from the app, and changing the billing details does not modify it. If it has a wrong detail, first correct the details under Settings › Company so that the next ones are right, then write to us from Support with the invoice number and what needs correcting.