Settings
Billing
View and download the monthly invoices Kwik issues to your business, and track retention deposits.
The Billing section lists the monthly invoices Kwik issues to your business. Open it from the Billing menu item. Billing is not available on test accounts.
Billing List
| Column | Description |
|---|---|
| Period start / Period end | The billing period the invoice covers. |
| Created | Date the invoice was issued. |
| Invoice number | Kwik invoice number. |
| Total (Excl) | Invoice total excluding VAT. |
| Total (Incl) | Invoice total including VAT. |
| Items | Select View items to see the billed items (description, quantity and price) for the period. |
| Retention | The retention (security deposit) amount for the period, if applicable. |
| Deposit reference | The reference to use when paying the retention deposit. |
| Invoice status | See Invoice Statuses. |
| Retention status | See Retention Statuses. |
Invoice Statuses
| Status | Description |
|---|---|
| Issued | The invoice has been issued and is waiting for payment. |
| Paid | The invoice has been paid. |
Retention Statuses
| Status | Description |
|---|---|
| Not Applicable | No retention deposit is required for the period. |
| Outstanding | A retention deposit is due. Pay it using the Deposit reference. |
| Settled | The retention deposit has been received. |
See Retained Funds for more on retentions.
Actions
| Action | Description |
|---|---|
| Download invoice | Download the Kwik invoice as a PDF. |
| Download retention letter | Download the letter confirming the retention deposit, when a retention applies. |