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 on the right of the screen:
The following table describes the purpose of each portion of this interface:
| A | Filtering | For the Balance Sheet, a search by date range is possible. |
| B | Informations display area | Display area for information specific to the History. |
| C | Add Funds / Credit Transfer | Button giving access to the interface of the same name. Please refer to the following articles: – Add Funds for Automatic Invoices Payment. – Transfer your Credits Between Two PlanetHoster Accounts. |
Balance Sheet
- Select the date range for displaying invoices in the From and To fields:
- Click on the Search button.
- The Balance Sheet is then displayed :
| INVOICE | Invoice number. |
| INVOICE DATE | Date on which the invoice was issued. |
| DUE DATE | Date by which the invoice must be paid. |
| TOTAL | Total invoice amount. |
| STATUS | To indicate if the invoice has been paid, is unpaid, etc. |
| MANAGE | To access the invoice management interface, click on the See invoice icon, which appears under MANAGE — both in the History and in the Balance Sheet — as explained in the article Invoice Management. |
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:
