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View invoices, pay them, and get invoice PDFs. The Billing & Invoices page (Billing in the sidebar) shows the invoice history for your broker account.

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Who Can Do This

Invoices are Admin-only. A Staff user who opens this page or an invoice detail page is sent to the unauthorized page.

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View Invoices

Invoice History table with paid and pending invoices, with callouts on the sortable Invoice # heading and the View Details action

Invoice History Table

1

Go to Billing & Invoices

Select Billing in the sidebar. The Billing & Invoices page opens.
2

Sort the List

Select a column heading (callout 1) to sort ascending or descending.
3

Open an Invoice

Select View Details (callout 2) in Actions. The detail page shows the invoice number in the title.
4

Go Back

Use the back control beside the title to return to Billing & Invoices.
Invoice History shows 10 results on each page, newest issue dates first. Each row shows the invoice number, issue date, due date, amount, status, and actions to open the invoice or download its PDF. Select Generate Report above Invoice History to open Invoice Report.
Sorting applies to the complete invoice history before the API returns each page.
An invoice does not open if it is a draft, belongs to another broker account, or does not exist.Draft invoices are not available on the list, detail page, PDF action, or email action.
Invoice Details card with the Pay To and Invoiced To addresses, three line items, and the total

Invoice Details With Line Items

Pay To shows the NYCServers company and address. Invoiced To shows the available company name, address, email address, and phone number for your broker account.The Items count shows the number of line items. Each item has Description and Amount (USD), plus the period when the item has a start and end date. The final row shows Total in the invoice currency. An invoice with no line items shows No items.
Invoice Summary card with the invoice number, Pending status, issue date, due date, total, and remaining balance due

Invoice Summary

Invoice Summary shows the invoice number, status, issue date, due date, and total. It also shows Date Paid for a paid invoice with a payment date, and Remaining Balance Due when an invoice is unpaid and has an amount due.
Payment History appears when the invoice has at least one payment record.

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Pay a Pending Card Invoice

Pay Now appears only when all of these apply:
  • Your broker account uses card billing.
  • The invoice status is Pending.
  • The invoice has an amount due.
Invoice detail page header with the back control, the invoice number, and the Pay Now, Download PDF, and Email PDF actions

Invoice Header With Pay Now

1

Open the Invoice

Open the pending invoice from Invoice History.
2

Select Pay Now

Select Pay Now. The payment uses the default payment method for the broker account.
3

Wait for the Result

A successful payment shows Payment successful and refreshes the invoice data.
The page shows Payment failed and an error description. For example, payment cannot start when no payment method is on file or when another charge for the invoice is in progress.
If a default card is available for a pending invoice, a notice states that the card will be charged automatically on the due date. The notice identifies the card by its last four digits.

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Pay by Bank Wire

Pay Now is not available when the broker account uses Bank Wire Transfer.
1

Open the Invoice

Open a pending invoice with an amount due. The page directs you to Wire Instructions.
2

Review Wire Instructions

Wire Instructions shows the receiving bank and account details that are available for that invoice, an Invoice Memo, and any additional instructions.
3

Send the Wire

Send payment with the Invoice Memo included exactly as shown.
Review the help text beside Invoice Memo and include the memo exactly as shown before you send payment. If wire instructions are not ready, the page shows an unavailable message and no Wire Instructions panel. Do not send a wire in that case.

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Download an Invoice PDF

1

Select Download

Select Download Invoice in the Invoice History row, or Download PDF on the invoice detail page.
2

Save the File

The browser downloads invoice-[invoice number].pdf.
The PDF contains the invoice addresses, dates, status, line items, total, applicable balance due, available payment history, and available notes. A pending bank wire invoice includes available wire instructions.
If the detail-page download fails, the page shows Failed to download invoice.

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Email an Invoice PDF

1

Open the Invoice

Open the invoice.
2

Select Email PDF

Select Email PDF and wait for Invoice sent successfully.
Email PDF sends the message to the email address of the signed-in Admin user, not to the client. The PDF is attached as invoice-[invoice number].pdf.
If the email cannot be sent, the page shows Failed to send email and an error description.

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Next Step

Manage Payment Methods

Add cards, choose the default card, and learn how Autopay works.
Last modified on October 4, 2026