Managing invoices (generating-on demand, downloading as PDF, download receipts)

Efficient invoice management is essential for any business, and Pactima offers comprehensive features to handle your invoicing needs seamlessly. This guide will walk you through three key invoicing processes: generating invoices on demand, downloading invoices as PDFs, and accessing receipts for paid invoices. These steps are crucial for maintaining accurate financial records and ensuring your billing operations run smoothly.

Before proceeding, ensure you have billing permissions by being either the owner of the team or an administrator. This access is necessary to manage invoices and billing details.

Efficient invoice management is essential for any business, and Pactima offers comprehensive features to handle your invoicing needs seamlessly. This guide will walk you through three key invoicing processes: generating invoices on demand, downloading invoices as PDFs, and accessing receipts for paid invoices. These steps are crucial for maintaining accurate financial records and ensuring your billing operations run smoothly.

Before proceeding, ensure you have billing permissions by being either the owner of the team or an administrator. This access is necessary to manage invoices and billing details.

Generating an Invoice On-Demand

1. Access Billing Settings: Sign into your Pactima account and click on 'Account' located at the top right corner. From there, navigate to the 'Billing' tab to enter the billing dashboard.
2. Navigate to Invoices: Within the billing section, select 'Invoices' to view your current and past invoices.
3. Generate Invoice: If you need to generate a new invoice before the regular billing cycle (weekly, monthly, etc.), look for pending invoice items that haven't been billed yet. Click on the 'Generate On-Demand Invoice' button. The system may take a moment to process this action.
4. Automatic Billing: If your account is set to autopay, the newly generated invoice will be automatically paid using the payment method on file, streamlining the payment process.

Downloading an Invoice as PDF

1. Select Invoice: From the list of invoices, identify the invoice you wish to download as a PDF.
2. Download PDF: Find the button second from the right associated with the invoice you've selected and click it to download the invoice in PDF format. This document will include detailed information about invoice items, their dates, amounts, and the total due.

Downloading a Receipt for a Paid Invoice

1. Access Paid Invoice: For invoices that have been paid, a receipt is typically attached automatically to the invoice record.
2. Go to Receipts Tab: You can view all receipts by navigating to the 'Receipts' tab within the billing section. This is useful for accessing all payment receipts in one place.
3. Download Receipt from Invoice Page: Alternatively, to download a receipt directly from the invoice page, locate the button on the right (often indicated with a tooltip like 'Download Receipts'). Clicking this button will download a PDF of the receipt, which you can then review or share as needed.

By following these steps, you can effectively manage your invoicing within Pactima, from generating invoices on demand to keeping track of payments through downloadable PDF receipts. These functionalities are designed to help you maintain better control over your financial transactions, ensuring transparency and efficiency in your billing processes.

If you have any questions about billing, invoicing, or any other aspect of your Pactima account, please do not hesitate to reach out to support. Our team is ready to assist you with any inquiries or issues you may encounter, ensuring your experience with Pactima is as smooth and productive as possible.