Account Summary

The Account Summary page can be used to view account details and download invoices.

 

See also:

• Bank Accounts (Opens in a new tab)

• Payments (Opens in a new tab)

 

 

To view the account summary:

1. Open the Accounts page (opens a new tab)

2. Click any of the blue links to drill down to additional detail

   

    

3. Additional detail displays in the "Invoices" section

4. Click an invoice number to download and view a PDF of the invoice (Opens a new tab)