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Financial reports and invoices

Financial reports and invoices

Updated over 2 months ago

Invoices, Reports and credit notes

  • Invoices are produced automatically, each time you purchase vouchers from the platform. This will be available to download from your 'Billing' section, via 'My Account'.

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  • We also produce a monthly report to reconcile your account balance. This shows movements of cash top-ups in and out of your account, and the purchasing and re-crediting activity on your transactions.

  • Credit notes are also produced to reverse the invoice for any expired or unredeemed vouchers, which your account will automatically be re-credited for.




Receipts for each individual transaction

  1. Head over to your 'Voucher History' page (left hand bar tab).

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  2. Find the relevant batch and scroll across to the right where you should see three dots. Click on this and select 'Download receipt' (example below):

    image - 2024-04-02T164842.065.png

Remittance advice

If you are opting for a bank transfer, you can create a remittance advice as and when needed, to serve as a formal notice of where to lodge your credit.

A remittance advice is not indicating a sale being made, just a movement of cash into your wallet, and therefore doesn't indicate anything around purchase amounts or VAT.



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