Managing Your Invoices

You can manage your invoices through your Zūm portal or the API. This is an easy to see all your invoices in one place. In this document, we review:

Viewing your invoices

Through your Zūm portal

You can view all your invoices in one place in your Zūm portal.

Steps

1. Log in to your portal

2. Select Invoices

Here you can see all the invoices. You can use the search bar or the tile options to search for a specific invoice.

1. Once you have located the invoice you want to view, click on the three dots (⋮) and select Details.

Here you view payment method, status, and product details.

Editing your invoice

Through your Zūm portal

1. Log in to your portal

2. Select Invoices

3. Once you have located the invoice you want to view, click on the three dots (⋮) and select Edit. You can only edit invoices that have the status Draft.

Once you have completed your changes, click Create Invoice.

Managing your invoice status

Through your Zūm portal

You can modify an invoice status to reflect its current status.

Steps

1. Log in to your portal

2. Select Invoices

3. Locate the invoice you want to adjust, click the three dots (⋮) at the end of the invoice line, and click Details

   
4. Select Modify invoice status

   
5. Select which status you want to attribute to the invoice

   
6. Enter your portal login password and click Confirm.