How to read invoices

Types of invoices

In this section, we will delve into the intricacies of understanding your invoices, focusing on the two distinct types: Zoho Invoices and FastSpring Invoices.

Zoho Invoice

Zoho Invoice stands as DocuSketch new payment system, streamlining payment processing. This advanced system generates invoices delivered via email and also provides a downloadable PDF version accessible through your DocuSketch Web Portal.

Introduced on July 27, 2023, the Zoho Invoice system is the new designated platform for all new users and customers since that date. Here is how Zoho Invoice looks:

1. Tax ID: Displays the unique Tax Identification number for Immoviewer, Inc DBA DocuSketch.   This can be used by the client to report business expenses for tax purposes.
2. Invoice Number: Represents the identification number assigned to the specific invoice. 
3. Balance Due: Highlights the outstanding payable balance reflected on the invoice. 
4. Billing Details: Provides a snapshot of the current billing information on record. 
5. Invoice Date: Presents the date when the invoice was generated. 
6. Due Date: Specifies the deadline for payment. Unsettled invoices past the due date may result in service interruption. 
7. Billing Period: Offers insight into the duration covered by the invoice. 
8. Invoice Breakdown: Comes in two forms: Subscription Invoice and Usage Invoice.  Subscription Invoice: Breaks down recurring contractual payments based on subscription terms.   Usage Invoice: Details service and system usage throughout the billing period. 
9. Totals and Payments: Shows the sub-total payable amount, taxable amount, included tax, and the overall payable sum. Any payments made are also taken into consideration.

FastSpring Invoice

FastSpring Invoice is the alternative payment system utilized by DocuSketch. Similar to Zoho Invoice, it generates invoices via email and offers a downloadable PDF version within your DocuSketch Web Portal.Here is how FastSpring Invoice looks:

1. Receipt Order Details: Encompasses Order Identification Number, Order (Invoice) Creation Date, and Payment Date. 
2. Purchaser Details: Showcases the billing information on record. 
3. Seller Details: FastSpring is a payment processor used by Docusketch on these invoices.  Customers billed by FastSpring are FastSpring customers for billing purposes only.  The Seller information included here is the FastSpring W-9 information for tax purposed.  
4. Invoice Breakdown: Provides a breakdown of the invoice based on the usage of services and products. 
5. Total Payables: Illustrates the Subtotal, applied sales tax, and the overall payable amount. 
6. Download Button: Facilitates the download of the invoice in PDF format.

For most users who subscribed to the DocuSketch System from 2018 until July 27, 2023, the transition to the Zoho Invoice system is recommended.

Key Differences

Zoho Invoices offer more comprehensive breakdown details compared to FastSpring invoices. This distinction prompted DocuSketch's shift to the Zoho system. Users are encouraged to consider converting their Subscription billing to the Zoho Invoice system.

If you require further assistance or clarification on this conversion, do not hesitate to reach out to us at billing@docusketch.com or contact us at 888-400-8858 extension 3 for Billing.

DocuSketch Invoice Reports

Accessible via the "Billing" option on the left menu bar within the DocuSketch Web Portal under the 3D Tour tab, the DocuSketch Invoice Reports provide an in-depth breakdown of your invoices:

1. Dates: Displays the invoice date. 
2. Status: Indicates the current invoice status. 
3. Products: Lists the products and services rendered or used, especially those associated with the invoice. 
4. Invoice: Links directly to the Zoho Invoice (Refer Above). 
5. Total: Highlights the overall payable amount. Taxes are not included in this section.  
6. Arrow: Enables access to a separate tab displaying a detailed breakdown of the invoice

1. Date: Exhibits the date of creation, due date, and payment date of the invoice.
2. Billing Report: Indicates the billing period included in the invoice and the invoice's current status.  
3. Delivery Date: Indicates the date of delivery or creation of the provided service.
4. Product: Identifies the specific service or product rendered.
5. Price: Shows the credits used or the incurred charges for the utilized service or product.
6. User: Presents the email username of the associated user or employee.
7. Related Link: Offers a link to the 360 tour where the product or service fee is applicable.

Understanding your invoices and making the most of the detailed breakdowns provided ensures a seamless and informed financial interaction within the DocuSketch ecosystem.