> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upswell.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice

> View, download, and manage your billing history and invoices

## Invoice Overview

Your invoice management system provides complete visibility into your billing history, payment status, and financial records for your restaurant's marketing activities.

## Accessing Your Invoices

<Steps>
  <Step title="Navigate to Invoices">
    Click on "Invoices" in your restaurant dashboard sidebar
  </Step>

  <Step title="View Invoice List">
    Browse your complete invoice history with filters and search options
  </Step>

  <Step title="Select Invoice">
    Click on any invoice to view detailed information
  </Step>

  <Step title="Download or Print">
    Use download options for record-keeping and accounting purposes
  </Step>
</Steps>

## Invoice Dashboard

### Overview Metrics

<Columns cols={2}>
  <Card title="Total Spend" icon="dollar-sign">
    Your total marketing spend across all campaigns and services
  </Card>

  <Card title="Outstanding Balance" icon="exclamation-triangle">
    Any unpaid invoices or pending charges that require attention
  </Card>

  <Card title="This Month's Costs" icon="calendar">
    Current month's campaign costs and subscription fees
  </Card>

  <Card title="Average Monthly Spend" icon="chart-line">
    Your average monthly marketing investment over time
  </Card>
</Columns>

### Invoice Status Indicators

* **Paid**: Invoice has been successfully paid
* **Pending**: Payment is processing
* **Overdue**: Payment is past the due date
* **Draft**: Invoice is being prepared
* **Cancelled**: Invoice has been cancelled or voided

## Invoice Details

### Invoice Information

Each invoice contains comprehensive details about your charges:

#### Header Information

<Columns cols={2}>
  <div>
    **Invoice Details** - Invoice number and date - Billing period covered - Due
    date and payment terms - Customer ID and account information
  </div>

  <div>
    **Business Information** - Your restaurant name and address - Tax
    identification numbers - Billing contact information - Payment method used
  </div>
</Columns>

#### Line Items

Detailed breakdown of all charges:

* **Campaign Costs**: Individual campaign spending with dates
* **Subscription Fees**: Monthly or annual plan charges
* **Additional Services**: Setup fees, premium features, consulting
* **Taxes and Fees**: Applicable taxes and processing fees

### Cost Breakdown

#### Campaign Expenses

<Tip>
  **Cost Tracking**: Each campaign's costs are itemized separately, making it
  easy to track ROI for individual promotions.
</Tip>

* **Daily Campaign Costs**: Day-by-day breakdown of campaign spending
* **Click Costs**: Number of clicks and cost per click for each campaign
* **Impression Costs**: Reach and impression-based charges
* **Performance Bonuses**: Rewards for high-performing campaigns

#### Service Charges

* **Platform Fees**: Monthly subscription or usage-based fees
* **Processing Fees**: Payment processing and transaction fees
* **Support Services**: Premium support or consultation charges
* **Integration Fees**: Third-party service integration costs

## Payment Management

### Payment Status

Track the status of all your invoice payments:

#### Payment Methods Used

* **Primary Card**: Main payment method on file
* **Backup Payment**: Secondary payment method used
* **Manual Payment**: Payments made outside the automatic system
* **Credit Applied**: Account credits or refunds applied

#### Payment History

<Columns cols={2}>
  <div>
    **Successful Payments** - Payment date and amount - Payment method used -
    Confirmation number - Receipt download link
  </div>

  <div>
    **Failed Payments** - Failure reason and date - Retry attempts made -
    Alternative payment options - Resolution status
  </div>
</Columns>

### Overdue Invoices

When invoices become overdue:

<Warning>
  **Service Interruption**: Overdue invoices may result in campaign suspension.
  Pay outstanding balances promptly to maintain service.
</Warning>

#### Immediate Actions

1. **Pay Now**: Use the quick pay option to settle immediately
2. **Update Payment Method**: Fix payment method issues
3. **Contact Support**: Get help with payment problems
4. **Set Up Payment Plan**: Arrange extended payment terms

#### Prevention

* **Auto-Pay Setup**: Enable automatic payments to avoid future issues
* **Payment Alerts**: Set up notifications before due dates
* **Backup Payment Methods**: Maintain multiple valid payment options
* **Account Monitoring**: Regularly check account status

## Invoice Downloads & Exports

### Download Options

<Columns cols={2}>
  <Card title="PDF Download" icon="file-pdf">
    Professional PDF invoices suitable for accounting and record-keeping
  </Card>

  <Card title="CSV Export" icon="file-excel">
    Spreadsheet format for easy import into accounting software
  </Card>

  <Card title="Print Version" icon="print">
    Printer-friendly format for physical record-keeping
  </Card>

  <Card title="Email Copy" icon="envelope">
    Send invoice copies to additional recipients
  </Card>
</Columns>

### Bulk Operations

* **Multiple Invoice Download**: Select and download multiple invoices at once
* **Date Range Export**: Export all invoices within a specific time period
* **Custom Reports**: Generate custom financial reports
* **Automated Delivery**: Schedule regular invoice delivery to your accountant

## Financial Reporting

### Standard Reports

Generate comprehensive financial reports for your business:

#### Monthly Reports

* **Monthly Spending Summary**: Total costs broken down by category
* **Campaign ROI Analysis**: Revenue generated vs. marketing spend
* **Trend Analysis**: Month-over-month spending and performance trends
* **Budget Variance**: Actual spending vs. planned budget

#### Annual Reports

* **Year-End Financial Summary**: Complete annual marketing spend overview
* **Tax Documentation**: Reports formatted for tax preparation
* **Growth Analysis**: Year-over-year marketing investment and results
* **Vendor Documentation**: Required documentation for vendor management

### Custom Reporting

<Note>
  **Accounting Integration**: Export data in formats compatible with QuickBooks,
  Xero, and other popular accounting software.
</Note>

#### Report Customization

* **Date Range Selection**: Any custom time period
* **Cost Category Filtering**: Focus on specific types of expenses
* **Campaign-Specific Reports**: Reports for individual campaigns or venues
* **Comparative Analysis**: Compare spending across different periods

#### Automated Reports

* **Scheduled Delivery**: Automatic report generation and delivery
* **Email Recipients**: Send reports to multiple stakeholders
* **Format Options**: Choose from multiple report formats
* **Frequency Settings**: Daily, weekly, monthly, or quarterly reports

## Accounting Integration

### Supported Accounting Software

Direct integration with popular accounting platforms:

* **QuickBooks Online**: Automatic expense categorization and import
* **Xero**: Real-time synchronization of invoice data
* **Wave Accounting**: Seamless integration for small businesses
* **Sage**: Enterprise-level accounting system integration

### Manual Integration

For custom accounting setups:

* **Chart of Accounts Mapping**: Map expenses to your specific account structure
* **Category Assignment**: Assign marketing expenses to appropriate categories
* **Project Tracking**: Track costs by restaurant location or campaign type
* **Tax Code Assignment**: Proper tax code assignment for reporting

## Dispute Resolution

### Invoice Disputes

If you have questions or disputes about charges:

<Steps>
  <Step title="Review Invoice Details">
    Carefully examine the disputed charges and supporting documentation
  </Step>

  <Step title="Submit Dispute">
    Use the online dispute form to formally contest charges
  </Step>

  <Step title="Provide Documentation">
    Submit supporting evidence for your dispute claim
  </Step>

  <Step title="Resolution Review">
    Our billing team will review and respond within 3-5 business days
  </Step>
</Steps>

### Common Dispute Types

* **Duplicate Charges**: Charges that appear to be duplicated
* **Service Issues**: Charges for services not received or performed poorly
* **Campaign Errors**: Incorrect campaign costs or misconfigured billing
* **Technical Problems**: Charges resulting from platform technical issues

### Resolution Process

* **Initial Review**: Automated systems check for obvious errors
* **Manual Investigation**: Billing specialists investigate complex disputes
* **Documentation Review**: Analysis of campaign data and system logs
* **Final Decision**: Written explanation of resolution and any adjustments

## Security & Privacy

### Data Protection

Your billing information is protected with enterprise-grade security:

* **Encryption**: All financial data encrypted in transit and at rest
* **Access Controls**: Restricted access to billing information
* **Audit Trails**: Complete logging of all billing-related activities
* **Backup Systems**: Redundant systems ensure data availability

### Privacy Controls

* **Data Retention**: Billing data retained according to legal requirements
* **Access Rights**: Control who can access billing information
* **Data Export**: Download your complete billing history
* **Account Deletion**: Secure deletion of data when accounts are closed

<Card title="Payment Methods" icon="wallet" href="/restaurant/payment-methods">
  Learn how to manage your payment methods and billing preferences.
</Card>

{" "}