Invoices and documents

Open Documents & invoices.

• Invoices shows your Balance due, anything Overdue and what you’ve Paid this year, then each invoice and credit note. Select PDF to download one. To ask about an invoice, select Ask about an invoice.
• Job reports lists the reports from completed visits.
• Certificates lists your certificates, when they expire, and whether they’re Current, Expiring soon or Expired.

Payment status comes from your contractor’s records and can take a day to update.

Equipment and compliance

Open Equipment & compliance to see the equipment at your sites, when it was last checked, the result, when it’s next due and its certificate. Select Export for a spreadsheet of the list.

You only see invoices if your organisation gave you access to them, and only documents for your sites.