When receive an invoice from Receipt Bank, it will automatically be uploaded to the Inbox of your account. Use the 'Usage Statement' setting to view a more detailed breakdown of how each of your clients have been using Receipt Bank.
Note: this article is addressed to our accountant and bookkeeper partner users. Find out more about the different Receipt Bank products here.
To view your usage statement:
- Access the 'Account Settings' page
- Click on the 'Account Details' tab in the grey sidebar
- Click on the 'Subscription tab at the top of the page
- Click 'Show usage statement'
- Use the 'Select month' option to display a breakdown of your client usage from a previous month.