How to View and Manage Invoices

Step 1: Access the Invoices Page

1. Log in to your XandaPay Enterprise – CustomerSelfService portal.
2. From the left-hand navigation menu, click Invoices.
3. The My Invoices page will open, displaying a list of your invoices.

Step 2: Understand the Invoices Grid

The invoices table displays the following columns:

• Number – The unique invoice reference number.
• Company – The company linked to the invoice.
• Invoice Date – The date the invoice was issued.
• Year – The year associated with the invoice period.
• Period – The billing or service period.
• Quarter – The quarter linked to the invoice.
• Total – The total amount billed.
• Paid – The amount already paid.
• Balance – The outstanding amount remaining.

This grid provides a structured overview of all available invoices.

Step 3: Search for an Invoice

1. Use the Search bar at the top of the page.
2. Enter a keyword such as:
   • Invoice number
   • Company name
3. The list will automatically filter to match your search criteria.

Step 4: Filter by Invoice Date

1. Locate the Invoice Date filter fields.
2. Select a From and To date using the calendar icons.
3. The system will display only invoices within the selected date range.

This is useful when reviewing invoices for a specific time period.

Step 5: Use Grid Tools

The toolbar above the grid provides additional options:

• Refresh – Reloads the invoices list.
• Filter – Applies advanced filtering options.
• Export to Excel – Downloads the invoices list in Excel format.
• Export to PDF – Downloads the invoices list in PDF format.

These tools help with reporting and record-keeping.

Step 6: Group Invoices (Optional)

1. Drag any column header (e.g., Year or Quarter).
2. Drop it into the area labeled
   “Drag a column header here to group by that column.”
3. The grid will group invoices based on the selected column.

This helps organize data for easier review.

Additional Notes

• Invoices are view-only for clients.
• Not all accounts may have invoices available.
• Exported files are useful for audits and internal reviews.

🚀 Why Use the Invoices Section? 

✅ Clear visibility of billing details
✅ Easy tracking of payments and balances
✅ Exportable records for reporting
✅ Improved transparency and reference

🔹 Next Steps 👉 Continue managing your account by reviewing Payments, and Account Statements from the CustomerSelfService menu.