Billing | Everdone

How do I download an invoice?

Short Answer Open Settings > Billing > Invoices, locate the invoice row, then click the download (down arrow) icon in the "Action" column for that row. Prerequisites 1. You are signed in. 2. You can view the Invoices table (not the empty state). Steps 1. Go to Settings > Billing > Invoices 2. The Invoices table displays columns: Date, Invoice Number, Amount, Status, Action. 3. Find the invoice by Date and Invoice Number in the table. 4. In that row’s Action column, click the download (down arrow) icon. 5. The invoice file will download, or a save/open prompt may appear. 6. Open the downloaded file to view the invoice details. Troubleshooting 1) Clicking the download icon does nothing - Likely Cause: Your browser blocked the download or a network issue prevented the file transfer. - Action: Allow downloads and pop-ups for the site, disable strict download-blocking extensions, refresh the page, or try another browser. 2) No download icon for an invoice row - Likely Cause: That invoice isn’t available for download or the invoice isn’t present in the table. - Action: Confirm the invoice row appears in the list and check the Status column. If it’s missing, verify recent billing activity for the account. Note: The downloaded file will use your browser’s default download location.

Last updated on Oct 14, 2025

How do I add funds to my wallet?

Short Answer Go to Settings > Billing, first save your Billing details and add a payment method, then open Wallet & top-up, enter or pick an amount, choose the card, click Add funds, and confirm the Currency conversion modal if it appears. Prerequisites - You are signed in. - You have your company billing information handy (organization, address, city, state, zip/postal code, phone, billing email; Tax ID/VAT if applicable). - You have a valid payment card (or one already saved). Steps 1. Go to Settings > Billing > Billing details. 2. Fill all required fields: Organization, Billing address, Country, State/Province, City, Zip/Postal Code, Phone number, Billing email (add Tax ID/VAT if applicable). 3. Click Save changes. 4. Go to Settings > Billing > Payment methods. 5. Click Add new card, enter card details (Cardholder name, Card number, Expiry, CVV; billing address if prompted), then Save. 6. (Optional) Set the card as Default for top-ups/renewals. 7. Go to Settings > Billing > Wallet & top-up. 8. Enter an amount in Enter amount or click a preset (+$10, +$20, +$50). 9. Under Payment method, select your saved card (or choose Pay via another card). 10. Click Add funds. 11. If a Currency conversion modal appears, review Added amount, Converted amount, any taxes (e.g., GST), and Total, then click Continue. Troubleshooting 1) “Add funds” is disabled / nothing happens - Cause: No amount entered. - Fix: Enter an amount or choose a preset, then try Add funds again. 2) Can’t save Billing details - Cause: A required field is missing or formatted incorrectly. - Fix: Complete all required (*) fields; check phone/zip formats; click Save changes. 3) Card declined or payment error - Cause: Issuer block, insufficient funds, or address mismatch. - Fix: Try another card, confirm the billing address matches the bank, or contact your bank. 4) Totals in Currency conversion look unexpected - Cause: Exchange rate and applicable taxes are being applied. - Fix: Review the breakdown on the modal before confirming. 5) Top-up fails due to network/server issues - Cause: Temporary connectivity or backend problem. - Fix: Wait a minute, refresh, and retry; if it persists, try another browser/network or a different card. *Note: The “Add funds ” label indicates the amount is required. Downloads/payments use your browser’s default settings (e.g., default download location for invoices)

Last updated on Oct 14, 2025

How can I find a specific invoice number in the Invoices list?

Short Answer: Open Settings > Billing > Invoices, check the Invoice number column, or use your browser’s find (Ctrl/Cmd+F) to search the visible table. Prerequisites 1. Be signed in 2. Open Settings > Billing > Invoices Steps 1. Go to Settings > Billing > Invoices to view the invoices table. 2. Use your browser’s find (Ctrl/Cmd+F) and type the invoice number to search the current page. 3. If it’s not found on the current page, use pagination to move between pages and repeat the search. 4. If you still can’t find it, confirm the invoice exists for this account (ask your billing admin) or download available invoices for review. Troubleshooting 1. Invoice number not found on any page - LikelyCause: The invoice belongs to a different organization/account or was never generated. - Action: Verify you’re viewing the correct organization/account and ask your billing admin to confirm invoice generation. Note: If there’s no in-app search for invoices, use the browser’s find to search the visible table content.

Last updated on Oct 15, 2025

How do I choose which card to use for a wallet top-up?

Short Answer: Go to Settings > Billing > Wallet & top-up. In Payment method, select the radio button for a saved card or choose Pay via another card, then click Add funds. Prerequisites 1. Be signed in 2. Open Settings > Billing > Wallet & top-up 3. Have at least one saved card, or a new card ready to use Steps 1. Open Settings > Billing and select Wallet & top-up. 2. In Payment method, choose a saved card by clicking its radio button, or select Pay via another card to use a new card. 3. Enter the top-up amount and click Add funds. The selected payment method is charged. Troubleshooting 1. My saved card doesn’t appear - LikelyCause: No card is saved for this account. - Action: Select Pay via another card and enter a new card to complete the top-up. 2. Card selected but the charge failed - LikelyCause: Issuer restrictions or a processing error. - Action: Try a different saved card or choose Pay via another card to use a new card, then retry. Note: Saved cards display brand and last four digits (e.g., •••• 4256).

Last updated on Oct 15, 2025

How do I remove a saved card from Payment method?

Short Answer: Open Settings > Billing > Wallet & top-up, click the three-dot menu next to the card, and choose Remove. Prerequisites 1. Be signed in 2. The saved card is visible under Settings > Billing > Wallet & top-up Steps 1. Go to Settings > Billing > Wallet & top-up and locate Payment method. 2. Find the card you want to remove and click its three-dot menu. 3. Click Remove to delete the card from your saved payment methods. Troubleshooting 1. “Remove” doesn’t remove the card - LikelyCause: The card is set as default or a recent transaction is pending. - Action: Set another card as default first, or wait for the pending transaction to complete, then try again. Note: Once removed, the card can’t be used for future top-ups unless you add it again.

Last updated on Oct 15, 2025

How do I navigate between pages of invoices?

Short Answer: Use the pagination controls: click First (icon: lucide:chevron-first) to jump to the first page, Last (icon: lucide:chevron-last) to jump to the last page, and the down chevron (icon: majesticons:chevron-down-line) for any additional page options if available. Prerequisites 1. Multiple pages of invoices exist 2. Open Settings > Billing > Invoices Steps 1. At the bottom of the invoices table, locate the pagination controls. 2. Click First (lucide:chevron-first) to go to the first page of results. 3. Click Last (lucide:chevron-last) to go to the last page of results. 4. If present, click the down chevron (majesticons:chevron-down-line) to open additional page navigation options. Troubleshooting 1. Pagination controls don’t change the page - LikelyCause: There’s only one page of invoices. - Action: No change will occur if only a single page exists; confirm the table page count. 2. Pagination controls aren’t visible - LikelyCause: The list fits on one page, or the viewport is too narrow and controls are out of view. - Action: Resize the browser window or confirm there are enough rows to require pagination. Note: Icon identifiers may appear as lucide:chevron-first, lucide:chevron-last, and majesticons:chevron-down-line in the UI.

Last updated on Oct 15, 2025

Can you explain the Date, Invoice Number, Amount, Status, and Action columns?

Short Answer: These columns display invoice details: Date (issue date), Invoice number (ID), Amount (charge or credit), Status (e.g., Paid), and Action (download the invoice file). Prerequisites 1. Open Settings > Billing > Invoices Steps 1. Open the Invoices tab to view the table header. 2. Date — When the invoice was issued (e.g., 2 Apr 2025). 3. Invoice number — The unique invoice ID (e.g., 33545433). 4. Amount — The monetary value; negative values indicate credits/refunds (e.g., $10.00, -$25.00). 5. Status — Payment state (e.g., Paid). 6. Action — Click the download icon to retrieve the invoice PDF. Troubleshooting 1. Amount shows a negative value - LikelyCause: Credit, refund, or adjustment. - Action: Download the invoice from Action to review line items; check Billing details for credits. 2. Status isn’t “Paid” and download isn’t available - LikelyCause: Invoice is unpaid or processing. - Action: Verify your payment method in Billing and review recent payments in Wallet & top-up. Note: Column names and example values (e.g., Paid) reflect what appears in the Invoices table.

Last updated on Oct 15, 2025

How do I view my invoices?

Short Answer: Go to Settings > Billing, open the Invoices tab (path: /settings/billing/invoices) to see your invoice list—or the No invoices found message if none exist. Prerequisites 1. Be signed in to your account 2. Have access to the organization’s Billing settings Steps 1. In the left sidebar, click Billing. The Billing page opens with tabs: Overview, Wallet & top-up, Invoices, Usage, Billing details. 2. Click Invoices. You’ll see either the invoice table or No invoices found with the subtext You have no past invoices. Troubleshooting 1. I don’t see the Billing page or the Invoices tab - LikelyCause: You don’t have Billing access for this account/org. - Action: Confirm you’re signed in to the correct account and ask your organization admin to grant Billing access. 2. It shows “No invoices found,” but I expect invoices - LikelyCause: You’re in the wrong organization, or there are no past invoices. - Action: Verify the current organization, then check Billing details and Wallet & top-up for recent activity. Note: Direct path: /settings/billing/invoices.

Last updated on Oct 15, 2025

What should I do if my payment is declined when adding funds?

Short Answer: Choose a different saved card or select Pay via another card, then retry. If a Currency conversion modal appears, review it and click Continue before trying again. Prerequisites 1. Be signed in 2. Have at least one alternative card available (or be ready to enter a new card) Steps 1. Go to Settings > Billing > Wallet & top-up and check which Payment method is selected. 2. Select a different saved card, or choose Pay via another card to enter a new one. 3. Re-enter the amount and click Add funds. 4. If the Currency conversion modal appears, review the totals and click Continue. 5. If the decline persists, wait a few minutes and try again, or use a different card/provider. Troubleshooting 1. Card declined repeatedly - LikelyCause: Issuer blocked the transaction or card details are incorrect. - Action: Verify details with your bank, try a different card, or use Pay via another card to enter fresh card information. 2. Charge amount differs from expectation - LikelyCause: Currency conversion and GST adjusted the final amount in INR. - Action: Compare your bank statement to the Total amount shown in the Currency conversion modal before confirming. Note: If declines continue across multiple cards, contact your card issuer to determine the reason.

Last updated on Oct 15, 2025

Where can I see my current Wallet balance?

Short Answer: Open Settings > Billing, then select Wallet & top-up — your Wallet balance appears at the top of the page. Prerequisites 1. Be signed in 2. Have access to Settings > Billing Steps 1. In the left navigation, click Settings, then select Billing. 2. Click the Wallet & top-up tab. 3. At the top of the page, find Wallet balance and view the current amount (e.g., $0.00, $50.00). Troubleshooting 1. I don’t see “Wallet & top-up” or “Wallet balance.” - LikelyCause: Missing billing permissions or the UI didn’t fully load. - Action: Confirm you’re signed in to the correct account, reload the page, or ask an organization admin to grant Billing access. Note: The Wallet balance is displayed as a currency amount under the Wallet balance heading on the Wallet & top-up tab.

Last updated on Oct 15, 2025

Why does the Invoices tab show "No invoices found"?

Short Answer: It means there are no past invoices for this account—or you may not have permission to view billing for this account. Prerequisites 1. Be signed in 2. Open Settings > Billing > Invoices Steps 1. Confirm you’re on Settings > Billing > Invoices and note the message “No invoices found” with subtext “You have no past invoices.” 2. Check Wallet & top-up and Billing details to verify payment setup and any recent top-ups. 3. Verify you’re viewing the correct organization/account that should receive invoices. 4. If you still expect invoices, ask your organization’s billing administrator to confirm whether invoices were generated. Troubleshooting 1. New account or no billable activity - LikelyCause: No charges yet; the billing cycle hasn’t produced invoices. - Action: Wait for the first billing cycle to complete, or confirm with your billing admin. 2. You believe invoices exist but don’t see them - LikelyCause: You’re in the wrong organization/account or lack Billing permissions. - Action: Switch to the correct organization/account and request Billing access from an admin if needed. Note: The empty state text in the UI reads “No invoices found” and “You have no past invoices.”

Last updated on Oct 15, 2025