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Answer.Bill.com: Top Tip – Review Billing Detail

May 11, 2012

Where can I go in my account to review my billing detail?

If you are being billed directly:
1. Hover over the Gear-icon
2. Click Settings > Overview.
3. Click Statements in the Your Account With Us box and click the appropriate date link to drill down.
 
If you are being billed by your accountant or other professional services firm:
1. Contact your accountant or service provider about your bill.
 
If you are an accountant or professional services firm who is billed for your client accounts:
1. From your dashboard, click the Switch name of your Console on the left and click Manage    
    Console. Or from any account in your list click the, click View All, the name of your
    console on the left, then Click Manage Console.
2. From the Console, click Billing > Statements
3. Click on the appropriate date link to drill down to the statement level of detail.
4. You can then click on each client name to drill further into that client's billing details.

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