Invoices
View, download, and track their subscription invoices and transactions and monitoring billing history, verifying payments, and maintaining financial transparency.
Features Overview
1. Invoice Dashboard
The Invoices section provides an organized list of all billing invoices associated with a user’s account.
Table Columns:
| Column |
Description |
| SR.NO |
Serial number for internal tracking |
| Invoice # |
Unique invoice identifier (e.g., INV202509-000039) |
| Date |
Invoice issue date |
| Title / Description |
Summary of the transaction (e.g., Plan upgrade, renewal, downgrade) |
| Status |
Payment status (Paid, Pending, etc.) |
| Total |
Invoice total excluding tax |
| Total (With Tax) |
Final invoice amount including applicable taxes |
| Actions |
Button to View Details of each invoice |
Functionality:
- Search: Users can filter invoices by keywords such as invoice number or plan name.
- Pagination: Navigate through multiple invoice pages.
- Sorting: Columns like
Date and Total can be sorted.
2. Invoice Details View
Clicking View Details opens a detailed breakdown of the invoice.
Sections:
Status
- Paid or other payment status
- Visual indicator (e.g., green icon for success)
Invoice Info
- Invoice Number: (e.g.,
INV202509-000039)
- Date Issued: (e.g.,
September 3, 2025)
From (Seller)
- Company Name: WhatsCloud SaaS
- Address: 106 Longsworth Dr Penfield NY 14625, United States
- Email: hello@whatscloud.pro
To (Customer)
- Name: (e.g.
Imran Malik)
- Details: Optional user profile info
Invoice Summary
| Description |
Price |
Quantity |
Amount |
| Starter - Renewal |
$300.00 |
1 |
$300.00 |
- Subtotal:
$300.00
- Tax (0%):
$0.00
- Total:
$300.00
Transaction History
| Date |
Type |
Status |
Amount |
| 2025-09-03 10:35 AM |
Stripe |
Success |
ksh300.00 |
Download & Export
Download Button: Exports the invoice as a PDFView PDF: Previews invoice in a PDF format
Use Case Scenarios
| Scenario |
Description |
| Subscription Renewal |
Recurring billing for active plans (e.g., Plan 3, Plan 4) |
| Plan Upgrade |
Increase plan level (e.g., from Plan 2 to Plan 4) |
| Plan Downgrade |
Reduce subscription tier (e.g., from Plan 4 to Plan 3) |