How to View the Monthly Invoice in SMSF Sorted?

How to View the Monthly Invoice in SMSF Sorted?

Introduction

An automated invoice is generated for the subscribers of SMSF Sorted at the end of each month. A copy of the invoice generated for each month is parked under the Subscription page of the company profile in Sorted. Please follow the below steps to View/ Download the invoice:

How to View the Monthly Invoice in SMSF Sorted?

Step 1:- Click on your Profile icon and select Subscription.




Step 3:- A brief overview will be displayed., click on View Transaction History to access the invoice.



Step 4:- The transaction history will show invoices for all previous months, including details like Order ID, Invoice Number, Date, Packages, and Amount.



Step 5:- Click on Download to save the invoice.



Step 6:- The invoice will be downloaded in PDF format, and you can view its contents by clicking on it.


For further information or assistance, please contact support@cloudoffis.com.au

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