Invoice and Billing History
Access, download, and manage your DealerBe billing history and invoices through the Command Center
📄 Accessing Your Billing History
Complete records: Access all past invoices and payment history
Easy downloads: PDF invoices available for accounting and tax purposes
Real-time updates: View current billing cycle and upcoming charges
Multiple formats: Export data in various formats for your business needs
🔍 Finding Your Invoices
Command Center Access
1. Log into your DealerBe account
2. Open the Command Center by clicking the command icon in the top navigation
3. Select "Billing & Payments" from the command center menu
4. Choose "Invoice History" from the billing options
5. View and manage all your billing history
Command Center Features
Centralized billing: All payment and invoice management in one place
Quick downloads: One-click access to PDF invoices
Payment tracking: Real-time status updates on all transactions
Export tools: Bulk download and export options
Email Access (Alternative)
Invoice emails: Check your registered email for monthly invoices
Subject line: "DealerBe Invoice - [Month Year]"
PDF attachment: Complete invoice attached to each email
Payment confirmation: Separate email confirming successful payment
📊 Understanding Your Invoice
Invoice Components
📋 Invoice number: Unique identifier for each bill
📅 Billing period: Service dates covered
💰 Subscription details: Plan name and monthly fee
💳 Payment method: Last 4 digits of payment source
📍 Billing address: Your registered business address
Charge Breakdown
Base subscription: Monthly plan fee
Prorated charges: Mid-cycle plan changes
Credits applied: Account credits or refunds
Taxes: Applicable sales tax or VAT
Total amount: Final charge to payment method
📥 Downloading Invoices
Individual Downloads
PDF format: Professional invoices ready for accounting
One-click download: Click "Download PDF" next to each invoice
File naming: Invoices named with date and invoice number
Print-ready: Formatted for professional printing
Bulk Downloads
Date range selection: Choose specific time periods
ZIP file export: Multiple invoices in one download
Annual packages: Download entire year for tax filing
Custom ranges: Select any start and end date
📈 Payment History Tracking
Payment Status Overview
✅ Paid: Payment successfully processed
⏳ Pending: Payment processing in progress
❌ Failed: Payment attempt unsuccessful
🔄 Retrying: Automatic retry in progress
💳 Refunded: Payment returned to original method
📊 Payment Details
• Transaction ID for each payment
• Payment method used (last 4 digits)
• Processing date and time
• Amount charged and currency
• Payment processor reference
• Receipt number for records
🔍 Searching and Filtering
Search Options
By date range: Find invoices within specific periods
By amount: Search for invoices of specific values
By invoice number: Locate specific invoices quickly
By payment status: Filter by paid, pending, or failed
Filter Categories
Plan type: Filter by subscription plan
Payment method: Group by payment source
Tax period: Organize by tax year or quarter
Billing cycle: Monthly or annual billing
📊 Export Options
Available Formats
📄 PDF: Professional invoices for printing and filing
📊 CSV: Spreadsheet format for accounting software
📈 Excel: Microsoft Excel format with formatting
🔢 JSON: Machine-readable format for integrations
Data Fields Included
Invoice information: Number, date, amount, status
Payment details: Method, transaction ID, processing date
Plan information: Subscription type, billing period
Tax details: Tax amount, rate, jurisdiction
🔧 Account Integration
Accounting Software
QuickBooks integration: Direct import of billing data
Xero compatibility: Export format matches Xero requirements
Generic formats: CSV and Excel for any accounting system
Tax preparation: Organized data for tax filing
🔄 Automated Exports
• Schedule monthly exports to email
• Automatic backup to cloud storage
• Integration with business systems via API
• Custom export schedules available
• Webhook notifications for new invoices
❓ Common Billing Questions
Frequently Asked Questions
How long are invoices stored?
All invoices are stored permanently and accessible anytime through your account.
Can I get invoices for closed accounts?
Yes, contact support to access billing history for deactivated accounts.
What if I need a corrected invoice?
Contact support for invoice corrections. Amended invoices will be issued when necessary.
Are invoices automatically sent?
Yes, invoices are emailed automatically 3 days before payment and immediately after processing.
🛠️ Troubleshooting
Common Issues
Missing invoices: Check spam folder or contact support
Download problems: Try different browser or clear cache
Wrong billing address: Update via Command Center billing settings
Payment discrepancies: Review payment method charges
Quick Solutions
Refresh browser: Reload page to update invoice list
Check date filters: Ensure correct date range selected
Verify account access: Confirm you're logged into correct account
Contact support: Get help with any billing questions
📞 Billing Support
Questions about your billing history or need help accessing invoices?