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Billing & Invoices in the sidebar shows the invoice history for your broker account. Only an Admin can open this page or its invoice detail pages; a Staff user is sent to the unauthorized page.

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View invoices

Invoice History table with paid and pending 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 a column heading to sort ascending or descending; sorting applies to the complete invoice history before the API returns each page. To open one invoice, select View Details in Actions. The detail page shows the invoice number in the title; use the back control beside it to return to Billing & Invoices. Select Generate Report to open Invoice Report. An invoice does not open if it is a draft, belongs to another broker account, or does not exist.

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Pay a pending card invoice

Pay Now appears only when your broker account uses card billing, the invoice status is Pending, and the invoice has an amount due. The payment uses the default payment method for the broker account. Select Pay Now and wait for the result. A successful payment shows Payment successful and refreshes the invoice data. Otherwise 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 and 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. For a pending invoice with an amount due, the page directs you to Wire Instructions, which shows the receiving bank and account details that are available for that invoice, an Invoice Memo, and any additional instructions.
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

Select Download Invoice in the Invoice History row, or Download PDF on the invoice detail page. The browser downloads invoice-[invoice number].pdf. If the detail-page download fails, the page shows Failed to download invoice. 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.

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Email an invoice PDF

Open the invoice, select Email PDF, and wait for Invoice sent successfully. If the email cannot be sent, the page shows Failed to send email and an error description.
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.
Draft invoices are not available on the list, detail page, PDF action, or email action.
Invoice detail page with line items, totals, and payment historyPay To shows the NYCServers company and address, and 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 with 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 shows the invoice number, status, issue date, due date, total, 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.
Last modified on September 8, 2026