Invoice FAQs

This article lists some invoice questions that are frequently asked by our customers and answered by our KaseyOne team.

A consolidated invoice is an accumulation of all the invoices issued to a customer for a specific period of time. All volumes and amounts are summarized, resulting in a simplified, easy-to-read invoice.

Consolidated invoices provide a single invoice for all products, reducing the number of documents customers receive. Rather than viewing multiple documents, all subscriptions and statuses can be viewed in one place. Consolidated invoices also provide the same look and feel for billing across product lines.

With consolidated invoices, customers receive statements with a simplified look and feel that is easier to read.

  • Summary Cover Page: Shows any credits or payments applied to the invoice and the net amount due.

  • Detailed Account: Shows more information related to applicable credits and payments, allowing for easier reconciliation.

  • Charges Overview: Shows charges by product suite that are then broken down into individual line items.

  • Enhanced Invoice Details: Invoice details are new and enhanced, with an Excel file accompanying the invoice, containing all relevant information for every line item.

Invoices are delivered by e-mail. Invoices (in PDF format) and invoice details (in Excel format) are available in KaseyaOne and the Datto Partner Portal.

Users with a Master or Billing role can view invoice information by clicking Subscriptions & Billing > View and Pay Invoices on the left navigation menu — doing this opens the Invoices page in Kaseya Store. Click on any invoice number to view/download that invoice in PDF format. Click Excel to view/download the invoice in excel format.

Users with the Billing role can view and download invoices. Select Pay Bills from the Purchasing & Billing menu. Once signed in through Log In with KaseyaOne to Kaseya Store, you can view and download the invoice in PDF format or download the invoice details as an excel file.

You can view and download past invoices up to 3 years from the current date.

Once signed in to Kaseya Store through Log In with KaseyaOne, navigate to My Account > Billing > Print a Statement, specify a Start date and End date for the statement, check the Show only Open Transactions check box if required, and then click Print Statement to download the statement in PDF format.

Users with the Master or Billing role can view and access billing information and pay bills. Click Subscriptions & Billing > View and Pay Invoices on the left navigation menu in KaseyaOne to go to the Invoices page in Kaseya Store. Select the check box next to each invoice you want to pay and then click Make a Payment to initiate the transaction.

Users with the Billing role can view and download invoices. Select Pay Bills from the Purchasing & Billing menu. Once signed in through Log In with KaseyaOne to Kaseya Store, the invoices page opens. Select the check box next to each invoice you want to pay and then click Make a Payment to initiate the transaction.

The key areas to note on the consolidated invoice are detailed in the following table.

Section description Example invoice

Consolidated Invoice Summary

  1. Customer name and billing address.

  2. Customer account number, currency in which the invoice is billed, billing period covered by the invoice, invoice date (when invoice was issued), account manager email address, and links to KaseyaOne and Datto Partner Portal.

  3. The total amount due for the invoice, followed by a high-level breakdown of charges. The first section shows non-taxable charges, taxable charges, shipping charges, and tax. The second section shows a summary of all credits and payments applied to the invoice.

  4. Links to helpful resources.

Amount Due Summary

  1. A breakdown of the amount due by the individual due dates of the child invoices that are part of the consolidated invoice.

Credits and Payments

  1. Any credits and payments that were applied to this invoice.

    You'll see the specific child invoice number that a credit was applied to. It is important to remember that this section does not show all credits and payments on the account. It only shows the ones that were applied to pay some of the child invoices that are part of this specific consolidated invoice.


Charges

  1. This page looks very similar to the first page of the consolidated invoice, but the Charges page does not show any credits or payments that have been applied. It only shows the charges incurred for the period.

Summary Charges by Category

  1. This section shows you how your total spend is spread out across each category of services that you purchased. In the example to the right, $1250 of the total spend is for RMM.

  2. In addition to the summary by category, you also see a breakdown of your spend within each category. Taking the earlier RMM example, you see that the $1,250 being billed in this period is a result of 2 orders that were placed over time for a combined quantity of 1,250 licenses at $1 each.



Details per Organization

The details per organization, or client, section is informational only and not part of your invoice. It is intended to help you understand how what you bought from us is being consumed by your end clients. While we do show pricing in this section, it is intended to help you allocate your cost to your end clients. The totals in this section do not go into your amount due. Your total charges, and what we bill you for, is driven by the amounts in the charges by category section only.

The details per organization section lists your end clients along with the services that they are using. Keep in mind that this section only shows the end client usage information for services that have this capability.

EXAMPLE  For example, if you purchased IT Glue licenses from us, you’ll see that in the charges by category section. That cost would not be in the details by client section, since there is no end client information tied to those IT Glue licenses that you are using. Another example could be that you purchased 100 licenses of SaaS Protection from us, but are only using 80 of them for your end clients. In this case, you would see the charge for the 100 licenses from us, but only 80 of them allocated in the details per organization section.

Charge Amount by Payment Method

  1. Shows what payment methods are associated with your total amount due.

In the example to the right, you’ll see that the customer has a portion of their invoice tied to their AMEX card for automatic payment, while the remaining balance is not on autopay. You can also find the specific list of child invoices and their due dates under each payment method. Any invoices not on autopay can be paid via the portal or through the banking information listed on the first page of the invoice.