Reconcile Bills
Use the Running Balance to match top-ups, invoices, and credit notes for each wallet
- Click View on the currency card to navigate to the Running Balance section.
- Click on a Payment Reference to view detailed transaction history.
- Download reports to simplify reconciliation.
Pro Tip: Action monthly reconciliations using Activity Statement Reports for a clear financial overview.
👉 More on Generating invoices and reports
Resolving Billing Disputes
Encounter discrepancies? Here’s how to resolve them:
- Identify the disputed invoice and gather relevant transaction details.
- Open a ticket via the Tickets page and provide details like invoice number, disputed amount, and reason.
- Allow time for the Accounts team to investigate and resolve.
Note: Disputes should be raised within three months of receiving an invoice.