Via the 'Invoices' tab in the top navigation bar of the Koho app, you can access all of your invoices, both past and present. Below, we will walk you through how to easily manage your invoice list, and make sure you never miss a bill.
Once you navigate to your invoices list, you can filter your invoices by a range of statuses and dates. Additionally, you can export your data for your own records.
1-A. Filter by status: Draft, Credit Account, Outstanding, Paid, Partially Paid, Past Due, Dispute, Void, Active Adbills. Here's a breakdown:
1-B. Filter by Shipment Date: Date Issued, or Due Date.
1-C. Filter by Date Range.
1-D. Export your data as a CSV file.
Each invoice summary includes your outstanding balance information, shipment details, any payment history, as well as a summary of the charges.
2-A: You can pay your invoices directly through the app using a credit card, ACH, or a Koho credit account. Learn more about how to pay your invoices in the next step.
When it comes to paying your bills through our platform, we recommend that you set up automatic payment method within your account. Not only does this keep the process quick and easy, but most credit levels require a consistent payment method for Koho to book your shipment. Note: Even when automatic payments are enabled, you will still have the ability to pay invoices before their due date if necessary.
The process is simple: Select 'Pay Invoice' to complete the payment form and choose from one of your existing payment methods. Learn more about how to add a Payment Method to your account here.
Once you have successfully paid your invoice, your 'paid' invoice status will be reflected in your invoice list. That's it!