Subscription Details and Transaction History

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. Here's how you can view your subscription details and download/export your transaction history.

View Your Current Subscription

Step 1: Click on the Profile icon.

Step 2: Select My Profile. 

OR

Step 2: You can also click on Subscription directly instead of My Profile to view subscription details.

Step 3: Go to the Subscription tab to view your subscription details.

View and Export Transaction History

Step 1: Click on the View Transaction History link from the Subscription tab.

Step 2: In the appearing table, you can view your transaction history.

Step 3: Click on the Download icon to download invoices or click on the Export icon to export your transaction history.

Note: The Subscription page can only be viewed by the business admin and the super users of a firm.

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