If you obtained your Activ subscription directly from MyActiv (or another member of the Amtivo Group), then it is likely that your system will be set up to automatically generate your invoices and send them from Activ’s system email address to the ‘Accounts Email’ that was provided when your system was initially built. If this is the case, then Activ will also automatically save copies of each invoice to a dedicated Billing tab within your system. This provides you with an automatically maintained history of your invoices, allowing you to:
- easily track how your charges have changed over time;
- obtain copies of old invoices if you need to refer back to them; and
- save PDF copies of your most recent invoices if you need them for your records.
Invoices that have been saved to your system can be accessed by anyone who has ‘Read’ or higher permissions to System Administration: Billing and at least ‘Read’ permissions to System Administration: Administrator, enabling you to provide your finance team with access to this information without them needing full ‘Admin’ access to the rest of your system. In addition, those who also have ‘Export’ permissions to System Administration: Billing will be able to download a CSV file containing a summary of your full invoice history, allowing you to save a more condensed record of your invoicing if required.
Note that the Billing tab will be displayed as Invoice Management within Activ’s menu, and Billing within the main System Administration area.
