Viewing Invoices in MerciGlobal Cloud ERP
MerciGlobal Cloud ERP offers customers an intuitive and efficient way to access their billing history, including downloadable PDF invoices for seamless accounting and record-keeping. This guide is tailored for customers, Merci developers, and sales professionals to make the most of the View Invoice(s) functionality available within the user profile section.
Where to Find the Invoice Option
To view your invoice history:
- Navigate to My Profile in the sidebar menu.
- Click on the Subscriptions tab.
- Locate and select the "View Invoice(s)" link at the top-right corner.
How It Works
The "View Invoice(s)" feature utilizes two main identifiers to fetch and display relevant invoices:
- Project Name
- GST Number of the currently logged-in company
These ensure that only invoices associated with your organization are shown, maintaining accuracy and privacy.
What You Get
You'll have access to a comprehensive list of invoices generated for your account, starting from 2017. Each entry includes:
- Invoice Number
- Date
- Amount
- Status
You can click on any invoice to:
- ✔ View it in your browser
- ⬇️ Download it as a PDF
- 🗒 Print it directly for records
Key Features Recap
| Feature | Description |
|---|---|
| Access Point | My Profile > Subscriptions > View Invoice(s) |
| Matching Parameters | Project Name & GST Number |
| Invoice Range | Invoices from 2017 onward |
| Invoice Format | PDF (viewable, downloadable, and printable) |
📈 Why It's Useful
The View Invoice(s) functionality is vital for:
- Promoting billing transparency
- Supporting audit trails
- Enabling quick download or print for tax filing and financial documentation
For any inquiries or if you find discrepancies in your invoices, please contact our support team at support@merciglobal.com.
Stay organized and in control of your finances with MerciGlobal Cloud ERP! 🧱️