Viewing detailed invoice information
To view a full line item breakdown of what was included on an invoice you can use the Invoice Detail Report. As with the Billing Portal a user must be given permission to view this information; if you don't see the report in your account check with your organization or reach out to Prolydian Support for assistance.
- Log into your Prolydian account and go to the Reports page here: https://app.prolydian.com/reports
- Click on the "Invoice Detail" report
- Enter the invoice number as it is shown on your invoice, ex. "ACV-0002"
- Click "Preview" to view the details in your web browser -OR- click "Export to Excel" to download a spreadsheet of the same information
The Summary shows the total cost for each type of charge while the Detail tab shows each individual instance and includes specific applicant, candidate, or certificant information.
For instructions on using the Billing Portal to pay invoices, view invoice receipts, and update billing information please see: