How to Find and Print Your Invoices on Housing Market Portals
Tutorial 26 of 115 · 51 s
Every paid service on a Housing Market portal — an API/XML sync plan, Featured Agent, Premier Agent — leaves an invoice in your dashboard. This tutorial opens Invoices from the dashboard menu and reads the list: order number, date, what the invoice is for, whether it is recurring, the payment method, the total and its status. It narrows the list with the date range, type and status filters, sorts a column, opens one invoice to see the full details with the billing address, and shows the Print invoice button for a paper or PDF copy for your accounts. Invoices are available to agents and to home owners.
In this tutorial you will learn
- Where Invoices is in your dashboard
- How to read the invoice list
- How to filter by date, type and status
- How to open one invoice
- How to print an invoice or save it as a PDF
Follow along: the steps
- This is your dashboard on a Housing Market portal.
- Click Invoices in the left menu.
- Each row is one invoice: order number, date and what it is for.
- Then the payment method, the total and the status.
- The list starts with the last month; change the dates to look further back.
- Click SEARCH to apply the filters.
- Click DETAILS on an invoice.
- The invoice shows what you bought, the price and your billing details.
- PRINT INVOICE opens your browser's print window — choose Save as PDF for a file.