Accessing Your Invoices
- Navigating to Invoices To access your invoices, go to the "Payments & Invoicing" section on your Loxala dashboard. Select "Invoices" to view all associated transactions.
- Downloading and Saving Invoices Once you locate the invoice, you can download it as a PDF for your records. This ensures that you have a copy saved for tax filings, accounting, or reimbursement purposes.
Reviewing Transaction Receipts
- Accessing Receipts Each payment made on the platform, whether for milestones or full project payments, generates a receipt. These can be accessed in the "Receipts" section under your account settings.
- Detailed Breakdown Each receipt includes a detailed breakdown of the services paid for, taxes, transaction fees, and total amounts. This helps in tracking expenses accurately.
Benefits of Keeping Invoices and Receipts
- Financial Organization Having all your invoices and receipts in one place helps streamline your accounting process, reducing the hassle during tax season or audits.
- Dispute Resolution Accurate records of all transactions provide clarity and evidence in case of disputes, ensuring smooth resolution with freelancers or clients.
- Expense Tracking Downloaded receipts and invoices allow you to track project expenses and monitor budget allocations effectively.
