Now, easily access and download Stripe invoices. This latest addition will help agencies simplify financial record-keeping and ensure accurate, organized billing management.
Use Case: Simplifies financial record-keeping for insurance agencies.
Note: Payments for insurance agencies from InsuredMine will be processed exclusively through Stripe. Though the admin has the ability to view and access generated invoices. Payment options include monthly, quarterly, bi-annual, and at annual intervals.
To View the Enhancement:
- Navigate to the profile icon.
- Then from the drop-down, select ‘Billing.’
- Then, within the payment history section, under the ‘View Invoice’ tab.
- Click on the ‘View’ button to see the details of the already completed payment.
- Click on download invoice and receipt to download the invoice.
Note: Billing will only show for agencies that pay via Stripe only.
