Users have access to all invoices and credit notes right on the dashboard. Simply log in using your credentials to view/download.
💡 Please note that only users with Owner privileges have permission to access and edit (remove) this information, please consult our article Dashboard Roles for more details.
Accessing Invoices
- Look for the My Company tab, located at the bottom left of the page
- Click on the My Company tab
- Once you're on the My Company page, navigate to the horizontal selection of tabs
- Locate the Billing tab among the selection of tabs
(It is positioned as the third tab from the left side to the right side, in between Plan and Roles and Permissions)
- Click on the Billing tab
- Upon selecting the Billing tab, you will be directed straight to the section where your invoices and credit notes are stored
Downloading Invoices
- To download a copy of your invoice or credit note, scroll to the far right where you will find 3 vertical dots
- Select the dots to pull up the option to download the PDF file
- To identify if the row is related to an invoice or a credit note, review the 3rd column Type
- To identify the status of your invoice or credit note, review the 5th column Status
Status definitions
Invoice Status:
Open: Payment for the invoice has not yet been received by Aircall.
Paid in Full: Payment for the invoice has been received by Aircall.
Credit Note Status:
Open: The credit note has not yet been applied to an open invoice or a *refund is pending.
Applied: The credit note has been applied to an open invoice or has been *refunded.
*Credit notes are primarily applied to invoices, serving as a credit on your account. Please note that goodwill gestures are not eligible for refunds.
💡 Credit notes are automatically applied to any new invoices generated after the credit is issued.
- If a credit note does not cover the full amount of an invoice, you will be charged for the remaining balance.
- The credit note will be utilized across multiple invoices until the entire amount is exhausted.
If you are unsure how your credit notes have been applied to your invoices, please request a statement of account: How Do I Get my Statement of Account?