Invoicing System
Access monthly statements, download invoices, and manage tax documentation
Monthly Statements
Comprehensive breakdown of your revenue and payouts
December 2025 Statement
Statement Period: Dec 1-31, 2025
Total Premiums Collected
$12,450.00
Your Commission (25%)
$3,112.50
Processing Fees
-$62.25
Net Payout
$3,050.25
Payment Status
Payment Method
ACH - Bank ****4532
Available
1st of each month
Email Notification
Sent automatically
Retention
7 years accessible
Understanding Your Invoice
Detailed breakdown of charges and calculations
| Transaction Type | Count | Total Amount | Your Commission |
|---|---|---|---|
Event Coverage Single-day policies | 127 | $6,350.00 | $1,587.50 |
Monthly Memberships Recurring coverage | 84 | $4,200.00 | $1,050.00 |
Annual Plans Full-year coverage | 19 | $1,900.00 | $475.00 |
| Total | 230 | $12,450.00 | $3,112.50 |
Commission Structure
Processing Fees
Downloading Invoices
Access and export your financial records
Access Invoice Center
Navigate to Dashboard → Billing → Invoices
Select Time Period
Use the date picker to select month, quarter, or custom range
Apply Filters (Optional)
Filter by location, payment status, or transaction type
Preview Invoice
Click 'View Details' to preview before downloading
Download
Choose format (PDF for records, CSV for accounting software) and click Download
PDF Format
- Professional formatting for records
- Includes company branding
- Easy to share with accountant
- Suitable for tax filing
CSV Format
- Import into QuickBooks, Xero, etc.
- Line-by-line transaction detail
- Custom analysis in Excel
- Automated reconciliation
Tax Documentation
Annual tax forms and reporting
Form 1099-MISC
Annual earnings statement for tax filing
Monthly Statements
Detailed transaction records
Year-End Summary
Complete annual revenue report
Tax Filing Reminder
Form 1099-MISC is issued if you earned $600 or more during the calendar year. Keep all monthly statements for your records even if you don't receive a 1099. Consult with your tax professional for specific filing requirements.
Invoice Management Best Practices
Tips for organized financial record-keeping
Organize by Location
If you have multiple locations, download separate invoices for each to simplify accounting and track individual location performance.
- • Use location filters when downloading
- • Create separate folders per location
- • Track location-specific expenses
Set Download Reminders
Download invoices monthly even if you receive email notifications. Create a consistent filing system for easy access during tax season.
- • Set calendar reminder for 5th of month
- • Use consistent naming convention
- • Store backups in cloud storage
Reconcile Regularly
Compare invoices against your bank deposits monthly to catch any discrepancies early and maintain accurate financial records.
- • Match invoice totals to deposits
- • Note any timing differences
- • Contact support for discrepancies
Share with Accountant
Grant your accountant read-only access to your invoice portal, or set up automatic email forwarding for seamless tax preparation.
- • Add accountant as team member
- • Forward monthly email notifications
- • Provide year-end summary in January