The Invoices module in the SCALAR Customer Portal gives you a single, self-service location to view, download, and share your organization’s billing documents.
Only administrators can access the Invoices module.
Visibility: Available to all SCALAR organizations that have a Billing Entity configured.
- Parent organizations can view their own invoices as well as invoices belonging to all child organizations (Data Sharing and Reseller).
- Child organizations do not see invoice data directly. A message is displayed: “No invoices found. Please check with your parent organization.”
- Organizations without a Billing Entity can access the Invoices section; but will see: “No invoices available.”
In the Customer Portal module > click Invoices. The Invoices page is displayed.
|
Column |
Description |
|---|---|
|
Invoice number |
Unique identifier for the invoice |
|
Type |
Invoice category: Subscription, Hardware, or Service/Repair |
|
Billing entity |
The billing entity responsible for payment |
|
Invoice date |
Date the invoice was generated (format: DD MMM YYYY) |
|
Due date |
Deadline for payment submission |
|
Amount |
Total amount billed (Net amount + tax) |
|
Status |
Invoice Payment Status (Paid/Unpaid) |
|
Actions |
Share & Download action icons for sharing invoices via email with other recipients and for downloading invoices |
Actions #
Download an invoice #
- Click the Download icon in the Actions column to download the invoice for that row.
- A confirmation message appears: “The invoice will be downloaded by the browser.”
- The selected invoice is downloaded as PDF to your default download folder.
Share an Invoice via email #
- Click the Share icon in the Actions column to share the invoice for that row.
- In the pop-up window, enter one or more email addresses, separated by commas.
- Click Share to send the invoices to the addressees.
Only 1 invoice can be shared at a time.
Filter invoices #
On the Invoices page, you can filter invoices to narrow search results. You can search units based on the type (All / Hardware / Subscription / Repair/Reset), billing entity, and status.
You can also use the date range to filter the data.
Search an invoice #
You can search for an invoice number on the Invoices page using the Search feature.
In the Search box, enter the key words. Invoices matching the search criteria are listed.
Enter at least three characters to start a search operation.
