Mimecast Partner - Invoices & Statements

This article contains information on viewing and managing invoices and credit statements in the MSP Portal, including steps to access and search for customer and consolidated invoices.

If your MSP Portal logon has the "Administrator" role assigned to it, you can view individual customer invoices, consolidated invoices, and credit statements.

Listing Your Invoices / Credit Statements

To view your invoices and credit statements:

1. Click on your Account Information toolbar icon. A drop-down menu is displayed.
2. Click on the Invoices menu item.
3. Enter the required Search Criteria as follows:

Field / Option	Description
Type	Select the type of results to be returned. The options are: Customer Invoices: Lists invoices/credit statements by customer. Consolidated Invoices: Lists consolidated invoices. All Invoices: Lists customer invoices/credit statements and consolidated invoices. This is the default option.
From	Specify the date range for the search by clicking on the Calendar Icon to the right of each field.
To

1. Click on the Search button. A list of invoices/credit statements that meet the search criteria is returned.

Use the Search Invoices field above the results list to search for a customer name.