Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Clientish Invoices & Orders
Find, filter and download the receipts for everything you paid Clientish.
Every payment you make to Clientish appears as an invoice and as an order. Both have a receipt you can download.
Overview
This guide covers the Invoices and Orders pages and their detail views.
Who Can Access
Invoices
Open Invoices
Click Invoices. Use the tabs for All, Initial (first payments) and Renewal, and search by number or plan.
Filter
Click Filter to narrow by date, payment method or amount, then Apply Filter.
View or download
Click View for the full invoice, or PDF to download it. The invoice shows Clientish’s details, your billing address, the payment date, method, type, billing period and reference.
The “Invoice To” block uses your billing address from Billing & Payment. Update it there before you download a PDF for your accounts.
Orders
- Orders list each plan purchase and renewal with its number, plan, payment method, amount, date and status.
- Click the eye icon to open one.
- The order page shows the plan, total, billing cycle, date and payment method, the package and a history of what happened.
- Download Receipt saves the PDF. Manage Subscription opens Subscriptions.
- Need help? Create Ticket opens a support ticket about it.