Billing

NAVIGATION  Home > Subscriptions & Billing > View and Pay Invoices

SECURITY  Master or Billing role

To pay a bill or make a payment in Kaseya Store:

1. Navigate to My Account > Billing > Invoices in Kaseya Store.

2. Select the check box next to each invoice where you want to make a payment.

   

3. Click Make a Payment to initiate the transaction.

4. Review the invoice details on the Select Invoices to Pay page that opens and edit as required. For example:

   • Click Edit Payment next to a line item, change the Amount to Pay in the dialog that opens and then click Save. Note that the amount to pay cannot exceed the remaining balance and must be positive.

   • Click Remove next to a line item to remove it from the Select Invoices to Pay list.

     

5. Click Continue to proceed to payment.

6. Select a payment method (click either Credit/Debit Card or ACH) and then click Submit when done.

You can view and download past invoices up to 3 years from the current date. To view and download an invoice in Excel or PDF format:

1. In Kaseya Store, navigate to My Account > Billing > Invoices.
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2. On the Invoices page that opens, click Open to view all open invoices or click Paid in Full to view all settled invoices.

3. If required, filter and search the invoice list by date range, Due Date, Invoice Date, Currency, and so on.

   

4. Click Excel to download a copy of a consolidated invoice in Excel format containing line-item details for charges as well as fields to bring in end user activity insights. An invoice that starts with the letters CI is a consolidated invoice–for example, CI1037332.

5. Click on any Invoice No. starting with CIxxxxxx to open the consolidated invoice in pdf format.

6. Click on any Invoice No. starting with INVxxxxxx to open the invoice, then on the Invoice # page that opens:

   • Click Download as PDF to download a copy of the invoice in PDF format.

   • Click Make a Payment to make a payment. Refer to Pay a bill.

     NOTE  This option is available only where the invoice status is Open and there is an outstanding balance. If the invoice status is Paid in Full, then this option will not be available.

     

To monitor your organization's aging account balance (which is an overview of outstanding payments from customers and how long they are past due):

1. Navigate to My Account > Billing > Account Balance in Kaseya Store.

2. On the Account Balance page that opens, review the aging account balance graph.

3. Click Make a Payment to initiate a payment transaction. Refer to Pay a bill.

4. Click Print Statement to print a custom statement showing the outstanding payment details. Refer to Print a custom statement.

1. Navigate to My Account > Billing > Transaction History in Kaseya Store.

2. On the Transaction History page that opens, a list of all your past transactions appears.

3. Filter the list by entering a from/to date range and then selecting a filter option.

   

   • Select one of the following filter options:

     Show all record types (default option)
     Show Credit Memo
     Show Payment
     Show Deposit
     Show Deposit Application
     Show Invoices
     Show Cash Receipts

   • Select one of the following filter options:

     by Date (default option)
     by Number
     by Amount

1. Navigate to My Account > Billing > Print a Statement.

   

2. On the Print Statement page that opens:

   1. Specify a date range for the statement.

   2. Select the Show only Open Transactions check box if required.

   3. Click Print Statement to download the statement in PDF format.

   4. Click Account Summary to download an account Summary Report in excel format.

   5. Click Invoice Details to download an Invoice Detail report in excel format.

1. In KaseyaOne, click Kaseya Store in the top navigation menu. The Kaseya Store Home page opens in a new tab.
   

2. Navigate to My Account > Billing > Invoices. The Invoices page displays.

3. On the Open or Paid in Full tab, select one or more invoices, then click Submit Billing Ticket.
   

4. Complete the following fields on the Create a new Billing Request form that opens.

   

   Field	Description
   Your Email Address	Type in your email address.
   Phone Number	Type in your phone number.
   Billing Issue	Select a suitable option from the Billing Issue drop-down menu. Options include the following: Billing Errors, Inquiry, Payment/Cash or Credit application, and so on.
   Billing Product	Select a suitable module option from the Billing Product drop-down menu. Options include the following: Autotask PSA, Datto BCDR, General Enquiry, IT Complete, and so on.
   Subject	Type in a suitable Subject for your billing support ticket. For example: Invoice error, General inquiry, and so on.
   Description	Type in a suitable Description for your billing support ticket.
   Upload Attachment/File	Click Upload Attachment/File to upload any supporting attachments for your billing support ticket.

5. Click Submit.

   The ticket is created and you receive the following message: Billing Ticket Submitted.