Understanding Your Billing History and Transactions: Total Financial Transparency
Maintain perfect records for your business. Learn how to access your past invoices, download tax receipts, and understand the transaction history of your Pryseflow subscription.
Financial transparency is the cornerstone of a well-managed business.
At Pryseflow, we practice what we preach. Just as we provide tools for you to bill your customers professionally, we ensure that our own billing to you is clear, accurate, and easy to access. No more digging through your inbox for lost receipts or trying to guess what a specific charge on your bank statement was for. This guide will show you how to navigate your billing history, download tax-compliant invoices, and understand the financial relationship between your business and Pryseflow.
The Importance of Billing Records
Why keep a close eye on your billing history? It’s about more than just checking your balance:
- Tax Deductions: Your Pryseflow subscription is a legitimate business expense. Having all your invoices in one place makes it easy for your accountant to claim those deductions.
- Budgeting and Forecasting: By reviewing your past charges, you can see how your costs have scaled with your business growth.
- Audit Compliance: In the event of a financial audit, you need a clear, timestamped record of every payment made to your software providers.
- Accountability: If you have multiple administrators, the billing history shows who authorized specific upgrades or add-ons.
Step 1: Accessing the Billing History
To view your history, log in to the Pryseflow Dashboard. Navigate to Settings > Account > Billing History. This module is your central ledger for all Pryseflow-related transactions.
Step 2: Navigating the Transaction List
The billing history is presented as a chronological list. For each transaction, you will see:
- Date: When the charge was processed.
- Description: e.g., "Growth Plan - Monthly Subscription" or "Additional POS Terminal Add-on."
- Amount: The total value of the transaction, including tax.
- Status: e.g., "Paid," "Pending," or "Refunded."
- Invoice Number: Our unique identifier for that specific bill.
Step 3: Downloading Tax Invoices
Need a PDF for your records? Next to each transaction in the list, you’ll find a Download icon.
What’s Included in a Pryseflow Invoice?
Our invoices are designed to be fully compliant with international tax standards. They include:
- Pryseflow’s legal business name and tax registration details.
- Your business name and address (as entered in your Company Profile).
- Your VAT/Tax registration number (if provided).
- A clear breakdown of the base price and the tax amount.
- The payment method used for the transaction.
By default, Pryseflow sends an email receipt to the account owner every time a payment is successful. You can add a secondary "Billing Email" in your settings (e.g., accounts@yourbrand.com) to ensure your finance team receives these documents automatically.
Step 4: Understanding Pro-Rated Charges
If you upgrade your plan in the middle of a month, you might see a "Pro-Rated" charge. This is how we ensure you only pay for the higher tier for the specific days you used it.
Example:
If you move from the R500 Starter Plan to the R1000 Growth Plan exactly halfway through your billing cycle, your next invoice will show a pro-rated charge of R250 (the difference for the remaining 15 days). This ensures total fairness in our pricing.
Step 5: Managing Refunds and Credits
If a refund is issued (e.g., for an accidental double-charge or a cancelled add-on), it will appear in your billing history as a Negative Amount. The status will be marked as "Refunded." If we issue a "Service Credit" to your account, this will also be visible here and will be automatically applied to your next subscription renewal.
Common Questions (FAQ)
Can I get an invoice for my free trial?
No. Invoices are only generated for actual financial transactions. During your free trial, your billing history will remain empty.
How far back does the history go?
Pryseflow maintains your billing history for the Entire Lifetime of your account. We never archive or delete past invoices as long as your account is active.
What if the details on my past invoices are wrong?
Invoices are generated based on the information in your Company Profile at the time of the transaction. If you need to change your address or tax number, update your profile first. Note that we cannot retroactively change details on already issued invoices for audit integrity reasons.
Conclusion: Clarity in Every Cent
Managing your billing history shouldn’t be a chore. By providing a clear, accessible, and detailed record of every transaction, Pryseflow ensures that you can focus on growing your business while we handle the administrative heavy lifting. Financial clarity is just a click away.
Stay organized. Stay compliant. Stay focused on growth.