This article deals with listing all orders and documents in the customer administration panel. Other methods of obtaining accounting documents can be found in the article Billing – Accounting Documents.
In this article, you will learn:
- How to list all orders and accounting documents in the customer administration panel
- Frequently asked questions
List Orders and Accounting Documents
The order list contains all service orders, as well as their add-ons, credit account deposits and additional payment invoices. You mainly use it to check order status.
Warning! If you set automatic service renewal, the system will not place the order, even if the payment of the service from the credit account fails! Renew such a service manually.
In the document list, you will find all documents issued for services on that account. You will mainly use it to easily find documents of a certain type for a certain period.
To access the lists, follow these steps:
- Log into the customer administration panel.
- In the navigation bar, select Billing.
- In the left menu, click Orders or Accounting Documents.
In the list, you will find orders or accounting documents for the current calendar year. You can list older documents by choosing the corresponding year in the Archive under the page title.
Click on the order number to open its details. In the order details, you can view or download all available accounting documents for this order. If this order is unpaid, you can also:
FAQ
Question: Why can’t I see the Edit payment request link in my order detail?
Answer: The order is in a status other than unpaid. You can change billing information only before paying for the order.
Question: Can I share these documents with other people?
Answer: Yes, you just need to set this person as an authorized user and assign them the billing of the desired services.
Question: How do I export the list?
Answer: In the upper right corner of the list, click the down arrow button. It will show you a list of formats in which you can download it.