Invoices
View and export billing invoices
Invoices
View your billing history with Umbrella. Each invoice tracks policies sold during a billing period, premium revenue generated, and the amount due.
Invoices List
A sortable table of up to 100 recent invoices. Each row shows the invoice number, status, billing period, policy count, premium revenue, amount due, and a View action.
- Default sort: pending/processing invoices first, then newest first
- Search by invoice number
Invoice Statuses
| Status | Description |
|---|---|
| Pending | Awaiting processing |
| Processing | Payment is being processed |
| Failed | Payment attempt failed |
| Draft | Still being assembled |
| Paid | Payment completed |
| Adjusted | Modified after finalization |
| Cancelled | Invoice was cancelled |
Invoice Detail Page
Click View on any invoice to open the detail page.
Summary
High-level financial breakdown: billing period, policy count, premium revenue, amount due, and currency.
Export
Use the Export dropdown to download as PDF or CSV.
Line Items
Every individual charge that makes up the invoice: description, quantity, unit price, and total.
Adjustments
If the invoice was modified after finalization, adjustments appear with description, type (credit/refund/charge), date, and amount.
Metadata
Additional details including creation date, finalization date, and Shopify Charge ID (when submitted to Shopify for billing).