Managing Invoices and Payment Methods Made Simple

How can I view and manage invoices and payment details effectively?

Steps to View Invoices and Payment Information

1. Navigate to the Invoices Section:

   • Locate the Invoices tab in your platform dashboard.

2. Information Available in the Invoices Section:

   • Date: View the date the invoice was issued.
   • Invoice Number: Access the unique identifier for each invoice.
   • User Name: Check the username associated with the transaction.
   • Document Type: Identify the type of document (e.g., invoice, receipt, etc.).

3. View and Manage Payment Methods:

   • Click on the Payment Methods section to review or update payment details securely.