Invoice FAQs

This article lists some invoice questions that are frequently asked by our customers and answered by our KaseyOne team. Refer to KaseyaOne video tutorials to get started with KaseyaOne!

ANSWER  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.

ANSWER  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.

ANSWER  With consolidated invoices, customers now 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.

ANSWER  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.

ANSWER  Users with a Master or Billing role can view subscriptions and billing information by clicking 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.

ANSWER  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.

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

ANSWER  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.

ANSWER  Users with the Master or Billing role can view and access subscriptions and billing information and pay bills. Click 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.

ANSWER  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.

ANSWER  To submit a billing ticket, send an email to billing@kaseya.com with a relevant subject line and include the billing issue/query in the body of the email.

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

Section description Example invoice section

Consolidated Invoice Summary

  1. Customer name and billing address.

  2. Customer account number, payment terms for the invoice, currency in which the invoice is billed, billing period covered by the invoice, invoice date (when invoice was issued), and invoice due date.

  3. Account Manager email address and a link to the Kaseya Billing Help Center.

  4. The total amount due for the invoice.

  5. A high-level breakdown of the amount due. The first section includes a breakdown of the consolidated invoice by taxable and non-taxable charges. The second section includes a summary of all credits and payments applied to the invoice.

  6. Links to helpful resources

Credits and Payments

  1. The total amount of credits and payments applied to the invoice.

  2. A summary that breaks down credits and payments by product.

  3. A more detailed explanation of credits applied, providing full transparency with respect to the application of credits.

Credits and Payments (contd.)

  1. The invoice number and date range to which the invoice applies.

  2. Customer name and billing address.

  3. Customer account number, payment terms for the invoice, currency in which the invoice is billed, billing period covered by the invoice, invoice date (when invoice was issued), and invoice due date.

  4. Account Manager email address and a link to the Kaseya Billing Help Center.

  5. Total charges and a high-level breakdown of the amount due. The first section includes a breakdown of the consolidated invoice by taxable and non-taxable charges. The second section includes a summary of all credits and payments applied to the invoice.

Charge Overview

  1. A link to KaseyaOne with information about downloading a comprehensive Excel file of invoice details.

  2. The total charges related to the invoice, exclusive of applicable taxes.

  3. A breakdown of charges by product grouping.

  4. An SKU level breakdown of charges by product suite, with the total quantity and total payment amount for each SKU.

Charges Overview (contd.)

  1. Any item denoted with an asterisk (*) is taxable. These items are summarized on the first page of the invoice document as taxable items. Any applicable taxes are calculated on the total amount.