A select few customers have expressed the need for a formal document that outlines their subscription charges and fees. While Order Time does not currently offer a direct export feature for subscription invoices, there is an easy alternative. By utilizing the print-to-PDF function available in most web browsers, users can quickly create a PDF document of their Order Time subscription charges for convenient reference and record-keeping.
- Follow the steps below to export an invoice for your Order Time subscriptions:
Navigate to Admin Page:
- Click on the company name located in the top right corner of the Order Time page. This will take you to the Admin page
Access Billing and Subscriptions:
- Once on the Admin page, locate and enter the "Billing and Subscriptions" menu under the "Users and Roles" section.
View monthly Charges:
- In the Billing and Subscriptions menu, you will find an itemized list of charges related to your Order Time subscription. above that you will see a section titles company id, in that section you will navigate a line item called payment history where you will click the View Payment HistoryLink
- This link will direct you to a page displaying all transactions made in the past year. Please select the desired time frame from the drop-down menu located in the top-left corner, just below the 'Payment History' heading.
- Once selected, click on any transaction ID on the left side of the page to
- This link will bring you to the payments page outlining payment info used to make the transaction, just click the ID link again view the corresponding invoice.
- Print the Page:
- Right-click anywhere on the page to open a context menu.
- From the context menu, choose the "Print" option. This will open the Print dialog
Choose Save as PDF:
- In the Print dialog, locate the destination field and select "Save as PDF" as the printing destination.
Save the PDF:
- Click the "Save" button to generate a PDF file of the itemized charges for your Order Time subscription.
By following these steps, you can easily create a PDF document containing the details of your Order Time subscription charges for your records.
Note: The steps mentioned above may vary slightly depending on the browser you are using. Ensure that your browser is up to date for optimal performance.