How can I see Outgoing Invoices in Customer view?

Introduction

This article describes how Sellers can view and interpret invoices from the Customer's perspective. Understanding the Customer View helps Sellers better support their customers and manage billing relationships effectively.

In this article:

• Accessing Customer View
• Understanding invoice details

Once you are logged in on behalf of the Customer organization, you will see the Incoming Billings section with the following invoice details:

Accessing Customer View

To view invoices from the customer's perspective, log in on behalf of the Customer organization. Navigate to the Incoming Billings section to see all invoice information as your customer would see it.

Understanding Invoice Details

In the Incoming Billings section, you will find the following information for each invoice:

Invoice status - Indicates the current state of the invoice. There are two main statuses:

• Verified - Invoices become visible once the verification process is completed by AppXite and this status is set
• Issued - Sellers can set this status when invoices are physically sent out to customers. Note that this status is optional

For comprehensive information about all available statuses, refer to the article "Invoice statuses".

Summary Invoice - Shows the status and ID of the consolidated invoice, if one has been created.

Tax Invoice - Contains a PDF with synchronized tax information, if the invoice requires taxes.

Invoice ID - Click on the invoice ID to view the selected invoice in detail. This will display information specific to that particular Customer. For more information, see the article "How can I see details of my Incoming invoice?".

Invoice number - The invoice number assigned by the Seller organization and generated by the Platform.

Invoice provider - Your Seller organization from which the subscriptions or services are purchased.

Source - Describes the source of the invoice and where it was issued from.

Contract type - Represents the contract between Seller and Customer. The type varies depending on the Vendor. For example, 'Azure Plan & OneTime' for Microsoft vendor and 'Distribution Services' for Adobe vendor.

Billing date - The date when the invoice was generated in the Platform.

Invoice amount - Reflects the Customer Price (Vendor/Partner price plus your markup).

Currency - Represents the currency in which the customer is billed.

Payment Terms - Determines when payments are due after invoicing. It takes effect from the next invoice based on the Invoice Date. If Payment Terms are updated after an Invoice Date, the new terms apply to next month's invoices regardless of when those invoices were created.

Summary

This article explains how Sellers can access and interpret invoice information from the Customer's perspective. Understanding the Customer View enables Sellers to provide better support and manage billing relationships more effectively. The invoice details include status, amounts, dates, and payment terms that help track the complete billing lifecycle.

Related Content

• Invoice statuses
• How can I see details of my Incoming Billings?
• Incoming invoices in Customer view vs. Outgoing invoices in Seller view