Manage and review your Marketplace invoices.
An invoice is a billing document issued at the end of a billing period.
It summarizes subscription details and consolidated charges for items within each subscription. Invoices are generated according to your billing terms, typically on a monthly cycle.
An invoice includes a total amount due for the billing period, a breakdown of charges, and metadata, such as issue date and due date. For a list of fields on your invoice and how to interpret them, see Understand your billing documents.
The Invoices page shows all invoices generated for your account.
To open this page, choose Billing > Invoices from the main menu.
Each invoice row shows the invoice ID, total amount, posting date, due date, and current status. An invoice can be in one of these states:
Issued – The invoice has been generated but has not yet been settled.
Paid – The invoice has been fully paid.
Overdue – The invoice has surpassed its due date and requires payment.
You can also select an invoice ID to open its details. Use the detail view to review:
A list of subscriptions and items included in the invoice.
Official invoice PDFs.
Invoice metadata and events.
When a credit memo is issued for an invoice, SoftwareOne Marketplace displays the relationship between the invoice and its associated credit memos.
The Invoices details page now includes a Credit Memo field that indicates whether an invoice has associated credit memo records. This field displays one of the following values:
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When the invoice is associated with more than one credit memo, the invoice overview displays the number of associated credit memos.
To view the associated credit memos, open the invoice details page.
To view associated credit memos:
Go to Billing > Invoices.
Select the required invoice.
Review the Credit Memo field and associated credit memo information displayed on the invoice details page.
When associated credit memos exist, a credit memo indicator is displayed in the invoice header.
Additionally, a message is displayed under the Invoice ID indicating that a credit memo is associated with the invoice.
You can also navigate from a credit memo to its original invoice. The Credit Memos page includes the Marketplace invoice ID and the original invoice number.
This allows you to easily identify the relationship between invoices and credit memos:
Invoice > Credit Memo
Credit Memo > Original Invoice
No credit memo is associated.
Credit memo number (for example, CRM-456)
One credit memo is associated.
Number (for example, 4)
Multiple credit memos are associated.
Use different types of filters to find and view your invoices.
The Invoices page displays all invoices generated for your account, allowing you to track and manage them.
The page includes filters that help you locate specific invoices based on criteria such as status, dates, and balance due.
This topic explains how to use the two most commonly used filters: Status and Due date.
To view invoices based on status:
Open the Invoices page.
Select the Filter option.
In the Filters box, select Add another condition, then define the conditions as follows:
Select Status.
Set the condition to Equal.
Choose one of these conditions as needed:
Close the filter box. All invoices matching your specified status are displayed in the table.
To view invoices based on due date:
Open the Invoices page.
Select the Filter option.
In the Filters box, select Add another condition, then define the conditions as follows:
Close the filter box. All invoices matching your specified criteria are displayed.
Set the condition to Greater, Is null, or Lesser to narrow down the invoices.
Use Greater to include invoices with a due date after the specified date.
Use Lesser to include invoices with a due date before the specified date.
Enter the date in the DD/MM/YYYY format, or select the calendar icon to choose a date.
Access and download your Marketplace invoice PDFs.
You can open invoice details from Billing > Invoices or from an agreement's Invoices tab.
From the invoice details page, you can review invoice information and download the invoice PDF.
To download an invoice PDF:
Go to Billing > Invoices.
(Optional) Use filters to find the invoice you want. For details, see Find specific invoices using filters.
Select an invoice ID to open the invoice details page.
Select the Attachments tab.
Under Actions, select Download. The invoice downloads as a PDF file.
The invoice details page shows the main invoice information in separate tabs.
To open invoice details:
Go to Billing > Invoices.
(Optional) Use filters to find the invoice you want.
Select an invoice ID. Use these tabs to review the invoice:
You can also open invoices directly from an agreement.
Open the agreement details page.
Select the Invoices tab.
Select an invoice ID to open the invoice details page.
From there, you can review the invoice tabs or download the PDF from Attachments.
For help reading invoice fields and charges, see .
Entities
Shows extended information for records linked to the invoice.
Attachments
Shows downloadable invoice files, including the PDF.
Details
Shows reference fields, additional IDs, and timestamps.
Audit trail
Shows the invoice activity history. For details, see .
