Download Detailed Invoice

Monthly, Vertafore prepares an invoice with charges for your company's AgencyEDGE subscription. The invoice contains account information for the invoice period, including cost centers, previous balances, current charges, and total amount due. When you log in to AgencyEDGE, the system may display an alert that the most recent invoice is available for download.

Use the Download Detailed Invoice page to open and review current and past billing statements.

To use the Download Detailed Invoice service, in the AgencyEDGE navigation bar, click the Administration link. The Administration Transaction List will open Then, in the Billing Management group, click the Download Detailed Invoice link. The Download Detailed Invoice page will open.

The Download Detailed Invoice page contains the following sections:

Page Controls

• To pay your last statement balance, click here: If you wish to pay some or all of your current balance online via bank transfer, click the link to be taken to the Pay Statements Online page. For more information, see Pay Statements Online.
• Invoice ID: Displays as a link the internally-assigned system identification numbers for each invoice. Click the link associated with an invoice that you want to review; it will open in a separate window. .
• Date: Displays the date that Vertafore issued the invoice.
• Period: Displays the billing period during which billable charges recorded on the invoice occurred.
• Due Date: Displays the date by which payment of invoice amount is due to Vertafore.
• Amount Due: Displays the total payable amount due to Vertafore as recorded on the invoice.

To perform related tasks, review the following instructions:

To open and work with an invoice:

The Download Detailed Invoice page lists all billing statements available for download. Each invoice displays the billing periods it covers, the date its due for payment, and the amount due.

1. On the Download Detailed Invoice page, locate the invoice you want to download in the list, and then click its Invoice ID number. A separate browser window will open and display the invoice rendered in PDF format.
2. To print the invoice, click the Print button in the toolbar, and proceed to step 5

OR

To save the invoice to your system, click the Save a Copy button on the toolbar.

3. In the Save a Copy dialog box, enter a unique name for the invoice file in the File Name field, and specify a location on your system in which to save the file.
4. Click the Save button.
5. When you are finished, close the browser window containing the Invoice. Select Close from the File menu

OR

Click the at the top right of the browser window.

6. When you are finished, click the Administration link in the navigation bar or the breadcrumbs to exit.

Disable popup blockers on your browser to allow the invoice to open in a new window, or press the CTRL key while clicking the Invoice ID link.

If you are uncertain about a charge appearing on an invoice, you can review the same month's billing file to reconcile transactions against charges. For more information, see Download Billing File.