4.7.4.5 View invoices & payment history

The "View Invoices & Payment History" feature in Onethread allows users to access and view a detailed history of all their past and current payments for the subscription plan. This feature provides a clear and concise overview of all financial transactions made for the account, including payment dates, invoices, and the amount paid.

Pre-conditions to use the Feature:

• Users must have an account in Onethread.

• Users must be a part of a company.

• Users must be Super Admins/Admins to access this feature.

Steps to Use

• Go to the Subscription tab from Settings.

• You will see the Payment History option at the bottom.

• Click the View all history button.

• In the payment history, you will see Invoice no., date, payment status, and amount

Benefits:

• It provides the benefit of enabling companies to access their past payment transactions and invoices in a centralized location, making it easier for them to keep track of their billing history, ensure the accuracy of billing information, and reconcile payments.

• Additionally, it helps users keep a clear record of all payment activities, making it easier to reconcile expenses and manage their company's finances effectively.

• This feature also helps companies stay organized and up-to-date on their financial records and avoid discrepancies or misunderstandings in payment status.

• With this feature, companies can easily monitor their financial situation and make informed decisions about their subscription plans, upgrade or renewal options, and budgeting.

Limitations:

• There is no option to download payment history as a pdf in the current system.