Accounting Modules

Accounting Modules

Statements

To view your account statement, simply select the account number you wish to view and then click VIEW. Refer to Report

Viewer Basics in this document for assistance on how to use the report viewer.

Invoices

The invoices module allows you to see all your tax invoices that have been issued for your account.

Searching

To search for an invoice, select the account and then enter an invoice number to search for.

Viewing an Invoice

To view an invoice, click on the Invoice Number (displayed in red) in the Invoice Number column.

Payments

The payments module allows you to see all your payments as they have been received and captured by us.

Searching Payments

To search for a payment, select the account number and enter a payment reference number.

Credit Notes

The credit notes module allows you to see any and all credit notes issued for your account.

Searching Credit Notes

To search for a credit note, select the account number and enter a credit note number.

Viewing a Credit Note

To view a specific credit note, click on the Credit Note Number (displayed in red) in the Credit Note Number column.