How can I view my billing history?

This article provides instructions on accessing and reviewing past invoices and payment records.

Accessing Billing History

Keeping track of your billing history is crucial for managing your expenses and ensuring all transactions are accurate. This article explains how you can view your billing history within the Avail Swag platform.

Navigate to Invoices Tab

  • Log in to your Avail account
  • Click on "Invoices" located in the main navigation menu.

Using Filters

  • At the top of the Invoices Tab, You'll find filters to view different statuses of your invoices: invoiced, outstanding, past-due, and all invoices.
  • Use these filters to narrow down the list to the specific information you're looking for.

Summary Cards

  • Below the filters, you'll see three content cards that display the total number of invoices, total dollars invoiced, and any open balance amount.
  • These cards can give you quick insights into the overview of your swag program and spending trends.

Invoice Table

  • This table shows corresponding invoices based on your selected filters.
  • You can sort the table by column headers such as date, amount, or status.
  • Use the date filter to view invoices from a specific time period.

Exporting Your Billing History

There may be circumstances where you need to export your billing data out of the avail app.

  1. You can download the invoice table as a .CSV for further analysis and record-keeping.
  2. Click "download" button to export your billing history.
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Analyzing Your Billing Data

  • Invoice Details: Click on any invoice in the table to view detailed information about that transaction.
  • Order Types & Status: Filter invoices by order type or status to get insights into your spending patterns.
  • Total Amounts: Use filters and sorting options to see the total amounts spent within a certain period or on specific types of orders

Contacting Support:

If you have any questions or need assistance with viewing your billing history, please contact our support team at support@availswag.com or call us at 704-228-2282.

By following these steps, you can easily access and analyze your billing history, helping you manage your finances more effectively.