How do xChange invoices work?

In this article, you will find out how to access, visualize, and understand all xChange Invoices issued to your company.

Where to find xChange Invoices?

• Customers can review their invoices through the Wallet's Invoices Tab as shown below.
• Through the filters, you can select which product’s invoice you would like to view:
  • Leasing
  • Trading 
  • Subscription
  • Other
• You can also filter through the invoice’s status:
  • Open
  • Paid
  • Cancelled
  • Overdue
• All xChange invoices are issued in USD currency.
  
  

How to download xChange Invoices?

• Go to the Actions column
• Click on the three dots button as shown below. 
• You will be given the option to download the selected invoice in a PDF format.
  
  
  *You can download the Invoices in both PDF and XLS format.
  
  

Understanding xChange Invoices

The invoice consists of 3 main components - an Invoice Summary, a Transaction details section, and an Appendix section.

• Invoice Summary
  At the top, we have the number of the invoice and the date of issuance. Next to it, we have the Customer’s company details, xChange company details, and Payment details.
  
  
  
• Further down, xChange lays out the charges of the xChange services and the Platform transactions in 2 separate tables.
  
  
• In each table, we provide the details of the charges based on different categories.
  
  
  
  
• Transaction Details
  This section of the invoice has a list of all transactions that are part of the summary page. It gives a detailed list of transactions for each category that is part of the invoice.
  
  In each of the detail pages, you will notice the Invoice details and your company details at the top.

• Appendix
  In the appendix, we provide the details of the partner company such as Company Name, Billing Address, and VAT ID (if applicable).