How to manage billings and invoices
Efficiently managing billings and invoices is essential for maintaining financial accuracy, optimizing cash flow, and ensuring smooth operations within any organization. This document provides a comprehensive overview of best practices and step-by-step guidance for handling invoices, tracking payments, and establishing billing protocols in your platform. By mastering these processes, administrators can streamline financial workflows, enhance transparency, and ensure both compliance and customer satisfaction.
Through this documentation, we will guide you on how you can manage your billings and invoices.Let’s get started 🚀
Navigation
To access the billings in LMS, Go to Settings and click billings.
Carefully follow the instructions below that will guide you on how to navigate to the “Billings” section in your organization’s learning platform.
Billings overview
The dashboard displays information related to subscription status, total billing amount, renewal dates, and available credits.
Users can switch between "Billing" and "Invoices" tabs for detailed financial management.
Subscription Details
Shows the current status (Edmingle Free subscription is live) for transparency.
Highlights the next renewal date to help users plan for upcoming charges (04 Sep 2025 in the example).
Indicates the billing cycle (Monthly) for easy reference.
Payment Information
Displays the total amount due, ensuring users are aware of current charges (₹0 for free subscription in the example).
Lists available credits to help users track usage and balance.
Support and Assistance
Offers easy access to support through a visible “Contact Support” button for quick help regarding billing or invoice queries.
Invoices overview
The invoices tab displays a centralised list of all invoices associated with your account for easy tracking and management. Key columns shown include Serial Number, Invoice ID, Invoice Date, Due Date, Amount, Status, and View/Pay options.
- Sr. : Displays the serial number for easy reference and ordering of invoices.
- Invoice ID : Shows the unique identifier assigned to each invoice for tracking and record-keeping.
- Invoice Date : Indicates the date on which the invoice was generated, helping users manage billing timelines.
- Due Date : Specifies the deadline for payment, ensuring timely settlements and avoiding overdue charges.
- Amount: Lists the total sum billed on each invoice, providing clear visibility into financial obligations.
- Status : Reflects the current payment state of each invoice (e.g., Paid, Unpaid, Pending), enabling quick monitoring.
- View/Pay : Allows users to access invoice details or initiate payment directly from the dashboard for convenience.
If you have any queries, please feel free to reach out to us at support@edmingle.com. We will be happy to help you! :)Related Articles
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