{"id":3094,"date":"2024-04-29T16:58:37","date_gmt":"2024-04-29T15:58:37","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=3094"},"modified":"2024-05-01T10:14:58","modified_gmt":"2024-05-01T09:14:58","slug":"how-can-i-manage-my-my-drewberry-billing-invoices","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/how-can-i-manage-my-my-drewberry-billing-invoices\/","title":{"rendered":"How Can I Manage Billing &#038; Invoices For My.Drewberry?"},"content":{"rendered":"<p><strong>Want to stay on top of your My.Drewberry invoices and billing? We&#8217;ve got you covered! \u00a0You can easily track all invoices from within the Billing section of your admin centre.\u00a0<\/strong><\/p>\n<h2>See how Billing works \ud83d\udc47<\/h2>\n<div style=\"position: relative; width: 100%; height: 0; padding-top: 60.0000%; padding-bottom: 0; box-shadow: 0 2px 8px 0 rgba(63,69,81,0.16); margin-top: 1.6em; margin-bottom: 0.9em; overflow: hidden; border-radius: 8px; will-change: transform;\"><iframe style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0;\" src=\"https:\/\/www.canva.com\/design\/DAGD47V-kaA\/Boe0fqHw-wPHKWYKXDdPOg\/watch?embed\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><br \/>\n<\/iframe><\/div>\n<h2>Accessing Billing<\/h2>\n<p>To access all your billing information, go to your admin centre and select the &#8216;<strong>Reporting<\/strong>&#8216; tab on the left-hand side. Once you are in this section, you will see there is a specific tab for <strong>&#8216;Billing&#8217;<\/strong>.<\/p>\n<p><img class=\"alignnone wp-image-3151\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Billing-Screenshot.png\" alt=\"\" width=\"392\" height=\"309\" \/><\/p>\n<h3>Outstanding Actions<\/h3>\n<p>Within the outstanding actions section you will be able to see any tasks related to billing that require action from you.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3177\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Outstanding-actions-with-drop-down-arrow.png\" alt=\"\" width=\"426\" height=\"238\" 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511w\" sizes=\"auto, (max-width: 426px) 100vw, 426px\" \/><\/p>\n<p>By clicking the <strong>&#8216;down arrow&#8217;<\/strong> icon you will be able to expand the task. This will provide you with all the details relating to a particular invoice. This includes:<\/p>\n<ul>\n<li>An overview of the invoice<\/li>\n<li>A breakdown of it<\/li>\n<li>The payment details needed to settle the bill.<\/li>\n<\/ul>\n<p>As well as an overview of all the details, you will also be able to download the invoice by clicking the <strong>&#8216;Download&#8217;<\/strong> button. Like with all other Outstanding Actions, you can also leave notes to the task itself.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3155\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Billing-Task-Overview-Expanded.png\" alt=\"\" width=\"485\" height=\"892\" 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261w, 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184w, 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220w, 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155w\" sizes=\"auto, (max-width: 485px) 100vw, 485px\" \/><\/p>\n<h3>Billing History<\/h3>\n<p>Below the <strong>&#8216;Outstanding Actions&#8217;<\/strong> section you will find the <strong>&#8216;Billing&#8217;<\/strong> section. It is here you can view a detailed record of all billing periods. For each period, visual cues make it easier to identify if the invoice has been paid, is outstanding or over due.<\/p>\n<p>For each period you will be able to see the:<\/p>\n<ul>\n<li>Invoice number<\/li>\n<li>Billing date<\/li>\n<li>Due date<\/li>\n<li>Amount due<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3156\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Billing-status-section.png\" alt=\"\" width=\"485\" height=\"271\" 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485w, 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480w\" sizes=\"auto, (max-width: 485px) 100vw, 485px\" \/><\/p>\n<p>If you need to, you can filter the billing history by using the search bar at the top of the section. This will allow you to filter by date or use the search functionality. You can also filter based on status.<\/p>\n<p>You can expand a particular line item by clicking the <strong>&#8216;down arrow&#8217;<\/strong> icon to view further details. You can also download an invoice from within this view too by clicking the <strong>&#8216;Download&#8217;<\/strong> button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3157\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Billing-Expanded-Section.png\" alt=\"\" width=\"367\" height=\"713\" 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247w, 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174w, 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208w, 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147w\" sizes=\"auto, (max-width: 367px) 100vw, 367px\" \/><\/p>\n<h3>Paying An Invoice<\/h3>\n<p>To pay an invoice all you need to do is pay the outstanding amount via BACS transfer to the details provided on the invoice:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3158\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Billing-Bacs-Transfer.png\" alt=\"\" width=\"568\" height=\"169\" 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1154w, 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