How to Use the Balance Sheet

This article explains how to use invoices balance sheet interface.

Note : The PlanetHoster Glossary contains explanations on multiple topics and can be consulted to clarify certain terms.

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:

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

1. Select the date range for displaying invoices in the From and To fields:

2. Click on the Search button.
3. The Balance Sheet is then displayed :

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: