Subscription Details and Transaction History

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. 

profile-my-profile

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

profile-subscription

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

subscription-page

View and Export Transaction History

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

subscription-transaction-history

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.

export-transaction-history-and-download

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

To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.