Invoicing & Receipts
Learn how to access, review, and download invoices and receipts related to your transactions on Loxala, ensuring you keep accurate financial records.
Accessing Your Invoices
- Navigating to Invoices
To access your invoices, go to the "Payments & Invoicing" section on your Loxala dashboard. Select "Invoices" to view all associated transactions. - Downloading and Saving Invoices
Once you locate the invoice, you can download it as a PDF for your records. This ensures that you have a copy saved for tax filings, accounting, or reimbursement purposes.
Reviewing Transaction Receipts
- Accessing Receipts
Each payment made on the platform, whether for milestones or full project payments, generates a receipt. These can be accessed in the "Receipts" section under your account settings. - Detailed Breakdown
Each receipt includes a detailed breakdown of the services paid for, taxes, transaction fees, and total amounts. This helps in tracking expenses accurately.
Benefits of Keeping Invoices and Receipts
- Financial Organization
Having all your invoices and receipts in one place helps streamline your accounting process, reducing the hassle during tax season or audits. - Dispute Resolution
Accurate records of all transactions provide clarity and evidence in case of disputes, ensuring smooth resolution with freelancers or clients. - Expense Tracking
Downloaded receipts and invoices allow you to track project expenses and monitor budget allocations effectively.
Frequently Asked Questions
Can I edit an invoice after it’s been generated?
No, invoices are automatically generated based on completed transactions and cannot be edited. However, you can review details before confirming a payment.
How long are invoices available for download?
Invoices and receipts are stored on the platform indefinitely, allowing you to access them at any time.
Can I receive invoices for partial payments?
Yes, invoices are generated for both milestone-based payments and full project payments, ensuring comprehensive documentation.