Before contacting our B+W support, we recommend reviewing the documentation below, as they may provide an immediate solution to your issue.
If you cannot find the answer you are looking for, please contact your account manager or our support team for further assistance. You can reach us by sending us an E-mail at [email protected]
All invoices available to your organization can be accessed through the Client Portal. This section explains where to find your invoices, how to search for specific billing periods, and how to download invoice documents when needed.
Step 1 - Go to the financial section
In the top-menu, select the 'Financials' tab to open up the menu, you have the option to use our predefined filters to look up for a specific invoice if needed.
Step 2 - Search for invoices
For looking up invoices, we have the following filters available:
Invoice number
Campaign
Project
Period
Date range
Invoice amount
After setting the filters, press on 'Search Invoice' and the results will appear on the left side of the screen.
Step 3 - Open the invoice
Press on the desired invoice in the list to view its details. You will then be able to see information such as:
Invoice number
Invoice data
Campaign and project
Invoice period
Total amount
Step 4 - Download the invoice
Finally, to download the invoice, go to 'view invoice' and press the
icon to download the selected invoice. The invoice will be downloaded as a PDF file.
Important note: Not every Client Portal user has access to the financial tab. Your agency decides which sections are visible in your Client Portal account. If you don't see the Financial tab, please contact your Agency contact.