Billing

The Billing page is your complete record of every quote and every invoice issued to your organization. Go to Billing in the left sidebar to see the billing summary and all document history.

Quick guide

If you want to…	Go to
See unpaid invoices, currency, and tenure at a glance	Billing summary
Find items that need your attention	Action sections
Accept or download an open quote	Open quotes
Browse, search, or filter invoices	Invoices

Billing summary

At the top of the page a summary card shows:

• Unpaid Invoices: how many invoices are currently awaiting payment.
• Preferred Currency: the currency your invoices are issued in. Click Change to update it in your account settings.
• Tenure: how long your organization has been a customer, and the start date.

The Billing summary card at the top of the Billing page.

Action sections

Below the summary, the page shows any items that require your attention before reaching the invoice archive. These sections only appear when relevant:

• Waiting for Payment: orders that have been billed but not yet paid. Each row shows the amount due, seat count, support level, and due date. If a purchase order (PO) was used, the row shows the PO approval date.
• Payment Failed: orders where a card or automated payment was declined. Click the available action in the row to retry or resolve.
• Open Quotes: price quotes that have been issued but not yet accepted. See Open quotes below for details.
• Paid Orders: a summary of fully paid and redeemed orders.

Open quotes

The Open Quotes section lists every quote that has been sent to your organization and is still valid.

Each quote card shows:

• Date the quote was issued and the date it expires (Quote valid to)
• New Seats: number of new licenses included
• Renewals: number of renewals included
• Term: license duration (e.g. 1 year)
• Support: support tier (e.g. Standard)
• Total: total price in your preferred currency

Each quote row has two actions:

• Accept: accept the quote and proceed to payment.
• Download PDF: save the quote as a PDF for your records or to share with finance.

An open quote with Accept and Download PDF actions.

Quotes are non-binding

A quote is a non-binding price offer. It does not create an order until accepted and paid. Once the expiry date passes, the quote is no longer valid.

Invoices

The Invoices section lists all invoices ever issued to your organization, newest first.

Each invoice row shows:

• The date the invoice was created and, if paid, the date payment was received
• Invoice #: the invoice number
• Status: color-coded badge (see below)
• Created By: who generated the invoice
• Amount: total in the invoice currency

Invoice statuses:

• Issued (amber): invoice has been generated and is awaiting payment.
• Paid (green): payment has been received.
• Cancelled (red): invoice has been voided.

The Invoices list with status badges (Issued, Paid, Cancelled).

Viewing an invoice. Click View on any invoice row to open the invoice PDF in a new browser tab.

Filtering invoices. Use the search box to find invoices by number or other text, and the Invoice status dropdown to filter by Issued, Paid, or Cancelled. The page is paginated if you have many invoices.