Who this article is for: CleverCards Business Users downloading invoices or account statements from the Business Portal.
A VAT invoice is only generated for the funds you pay to CleverCards, shown on your Account Statement as External Funds Received.
Issuing a card, or placing an order for multiple cards, does not generate a separate invoice. Each card is funded from money you have already sent to us, and your invoice is issued for that payment.
In the Invoice column, only External Funds Received transactions have an active download icon. All other transactions show a greyed out icon.
Find your Account Statement
In the Business Portal, go to Reports, then Account Statement.
Select the month you want to view using the date filter in the top right corner. The statement defaults to the current month, so if you are looking for an older payment, change this filter first.
To isolate the payments you have made to CleverCards, set the Transaction Type filter to External Funds Received.
Download your invoice
Before you download anything, check your date filter.
The Account Statement defaults to the current month, so if the payment you need is from an earlier month, it will not appear until you change the date filter to that period.
In your Account Statement, confirm the date filter is set to the month containing the payment you want, not just the current month.
To download your full statement for the period, select Download in the top right corner of the Account Statement, then choose CSV or PDF.
To download the invoice for a specific date, find the External Funds Received transaction for that date, then select the download icon beside it in the Invoice column.
In the Download Invoice window, enter a PO number if you have one. This field is optional.
Select Download.