Fatture
Overview
Users with an Admin role in the portal can display open and completed invoices of their organization and download them.
Access
In the CGM PORTAL, go to menu "MYORG" and click on tab "Invoices".
Here, you can see
- the invoice status
- the invoice ID
- the creation date of the invoice
- the net value of the invoice
Searching for invoices
You can search for a certain invoice by entering the Invoice ID into the search field.
Adjusting the number of invoices per page
Click on the "View" button to adjust the number of entries that should be displayed on one page of the list.
- 10 entries per page
- 25 entries per page
- 50 entries per page
Sorting the invoice list
Click on the "Sort By" button to sort the list of invoices by
- Creation Date (Newest)
- Creation Date (Oldest)
Filtering the invoice list
Click the "Filters" button to sort the Invoice list by status:
- Not Paid
- Paid
Displaying / downloading invoices
Users with an Admin role in the portal can display and download invoices of their organization.
To display or download an invoice, proceed as follows:
1. In the CGM PORTAL, go to menu "MYORG" → tab "Invoices".
2. Search for the invoice you want to display or download.
3. Click on button "View" to display the invoice on a new tab. Or click on button "Download", to download the invoice in .PDF format.
Invoice status
To view the payment status of an invoice, proceed as follows:
1. Log on to the CGM PORTAL.
2. Go to menu "MYORG" → tab "Invoices".
3. Select an invoice from the list.
The payment status will be visible along with other invoice details.
The payment status of invoices is displayed as "Paid" once the invoice has been cleared in the financial system. The time between your payment and status "Paid" can take several days.