Everything your bookkeeper needs is in the client area and does not require a ticket. This is where it is and what to hand over.
Individual invoices
In the Billing section, every invoice ever issued on the account is listed with its number, date, total and status. Opening one gives a printable view and a download option. Paid invoices show the payment date and method, so a downloaded paid invoice serves as the receipt — there is not a separate receipt document.
A full year at once
Filter the invoice list by status and date range, then work down it. If your accountant wants a single consolidated statement rather than a folder of files, ask us in a ticket — that we can produce.
Getting the details right before the year end
Invoices are generated with whatever is in Edit Account Details at the time. If your registered company name, address or tax identifier is wrong there, every invoice issued while it was wrong carries the error, and fixing the account now does not correct them retrospectively.
Check those fields once a year, ideally before your financial year end rather than during the audit. If historical invoices need correcting, tell us which ones and what they should say.
Giving your accountant access without giving them your login
Add them as a contact on the account with billing notifications enabled. They will receive invoices directly and, if you enable it, can log in with their own credentials to a view limited to what you permit. This is much better practice than sharing a password, and it survives them leaving.
See the article on sub-accounts for how permissions work before you set this up.
Matching payments to invoices
A single card charge can cover several invoices, which is the usual reason a bank statement does not line up with the invoice list. The transaction history in the Billing section shows what each payment was applied to. Use that rather than the statement as your source of truth.
Records after you leave a service
Cancelling a service does not delete its invoice history. As long as the account exists, the records remain available. If you are closing the account entirely, download what you need first — and tell us, so we do not have to guess.
