This article explains how to use invoices balance sheet interface.
Prerequisites
Enter the following address in your web browser: https://my.planethoster.com.
Interface Functions
By clicking on Billing -> Balance Sheet, the following interface is displayed:
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The following table describes the purpose of each portion of this interface:
A | Filtering | A search by date range is possible to choose the invoices to display. |
B | Informations display area | Display area for information specific to the Balance sheet. |
C | Add Funds / Credit Transfer | Button giving access to the interface of the same name, that is, for adding funds for automatic invoices payment or for transferring your credits between two PlanetHoster accounts. |
Balance Sheet
- Select the date range for displaying invoices in the From and To fields:
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- Click on the Search button.
- The Balance Sheet is then displayed :
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INVOICE | Invoice number. |
PAYMENT DATE | Date on which the invoice was paid. |
DUE DATE | Date by which the invoice had to be paid. |
TRANSACTION AMOUNT | Payment done. |
SUBTOTAL | Total before credit applied. |
CREDIT | Credit used. |
BALANCE | Amount remaining to be paid. |
TOTAL | Difference between the SUBTOTAL and the CREDIT. |
PAYMENT METHOD | Method used to pay : credit card, Interac, etc. |
MANAGE | To access the invoice management interface, click on the See invoice icon. |
Download the Balance Sheet
To download the balance sheet in .csv format, simply click on the Download Balance Sheet button at the bottom of the interface:
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