Each time a charge is made on your subscription —the monthly charge, a prorated charge for activating a new module, a credit for deactivating one— an invoice is automatically generated. All your invoices are available to download directly from the dashboard, without having to go to an external portal.
What each invoice includes
A Modari invoice is a PDF generated by our payment gateway (Stripe) that includes all the information needed in a payment receipt:
- Invoice number: unique identifier.
- Issue date.
- Issuer data (Modari) and buyer data (your organization, with the name and country you registered).
- Detail of charged items: each module with its price, positive prorations and negative credits if applicable.
- Subtotal, taxes (if applicable), and total.
- Payment status.
- Payment method used: card brand and last 4 digits of the card charged.
Invoice statuses
Next to the amount, each invoice shows a status. These are what you will see:
- Paid: the charge processed correctly. It is the status you see on most of your invoices.
- Open: the invoice was issued but the charge has not yet been processed or could not be completed. If it stays open for several days, it is usually because there was a problem with the card.
- Void: the invoice was canceled before being charged (for example, if you activated a module and deactivated it almost immediately).
- Draft: the invoice is in process of issuance. It is a brief state and you usually will not see it.
Download an invoice
Identify the invoice you need
In the list, invoices appear sorted from most recent to oldest. Each one shows: date, amount, status, and invoice number.
Tap the download button
Next to each invoice there is a download icon. When you tap it, the PDF downloads directly to your computer or phone. No external window opens: the file is delivered directly from the dashboard.
Done
The PDF file is saved in your downloads folder with the invoice's name. You can save it, print it, or share it with your accountant like any other receipt.
Do invoices arrive by email?
Yes. Every time a new invoice is issued, Stripe automatically sends an email with the PDF attached to your account email. You do not need to enable anything for this to happen.
If you want invoices to also arrive at another address (for example, your accountant's), for now the option is to forward the emails manually. We are evaluating adding the ability to configure additional billing emails later on.
Your tax data
The tax data that appears on your invoices is taken from the information you entered during signup: the name, email address, and country. This is usually enough for most businesses, but if your country requires additional data (tax ID, VAT number, business registration, etc.) for the invoice to be valid before your tax authority, keep reading.
If you need a previously issued invoice with corrected data
If an invoice was already issued and you need it to be reissued with corrected data (for example, you noticed your organization name had a typo), write to us. The process is:
- Tell us which invoice (number or date).
- Tell us what data needs to be corrected.
We void the original invoice and issue a new one with the corrected data. The new invoice stays in your dashboard list like the others.
Limitations for now
- No bulk download of invoices in a single file (yet). They have to be downloaded one by one.
- Extra recipients cannot be added to the automatic invoice email (yet).
- Tax ID, address, and custom business name are edited via support (still).
All three are in our list of upcoming improvements. If any is a blocker for your case, tell us and we help you find a provisional solution.
What's next
To learn the cancellation process and the refund policy, continue with cancel and refunds.