VAT Invoices & Subscription Billing

VAT e-invoices, proforma invoices and platform subscription billing.

How-to guides

• Find a VAT invoice and download its files

  Search and filter the VAT invoice list, open an invoice, see which order and transaction it matched, and download its PDF or XML.

• Create and send a proforma invoice

  As a merchant (or platform operator), draft a proforma invoice for a completed order's transaction, edit it while it is a draft, and send it to the tenant.

• Accept or dispute a proforma invoice

  As the billed tenant, review a proforma invoice you were sent and accept it, or dispute it with a reason so the issuer can correct it.

• Revise and resend a disputed proforma invoice

  As the issuer, read the tenant's dispute reason, reopen the proforma as a draft, correct it and send it again.

• Finalize an accepted proforma invoice

  As the issuing merchant, finalize a proforma the tenant accepted, then issue the VAT invoice on your own e-invoice system so the platform can match it.

• View your subscription and billing cycles

  Open your organisation's subscription to see its plan, contract rates against the plan defaults, and each billing cycle's amounts, proforma and VAT invoice.

Reference

• VAT invoices

  What a VAT invoice record holds — seller, buyer, invoice number, lines, amounts, PDF/XML files, source provider and match — and what the list and detail pages show.

• Invoice match statuses

  The match status every VAT invoice carries — Pending, Matched, Needs Review, No Match and Unmatchable — what each means and why an invoice may never match a transaction.

• Proforma invoices

  What a proforma invoice is, who issues it (a merchant or the platform) and who it bills, which transactions it can be raised for, who can see it, and how it leads to the real VAT invoice.

• Proforma invoice statuses

  The life of a proforma invoice — Draft, Sent, Accepted, Disputed, Finalized, Void — who moves it between statuses, what each step records and who is notified.

• Subscription plans and features

  The subscription plans, the nine features a plan can include and which portal and app modules each unlocks, and what a user sees when their organisation's plan does not include a feature.

• Subscription pricing and billing cycles

  How a subscription is priced — contract rates copied from the plan, the pricing methods, the minimum-fee waiver, devices and VAT — and how each closed billing cycle becomes a charge, a proforma and a VAT invoice.

• AI assistant and SMS monthly quotas

  The monthly AI-assistant and SMS allowances a plan carries, which messages never count, and what users see when an allowance runs out.