Where to Find Invoices
Navigate to the Admin Portal, then select the Invoices tab. There you will find two dedicated tabs for invoice management.
Invoice Tabs Overview
Invoice Details Tab
This tab gives you a granular, line-by-line view of all invoices, making it ideal for reconciliation. For each line item you can view:
Itemized charges with pricing
Payment method used
Reference fields
Filter and search options
Export to CSV for use in external reporting or accounting tools
Invoices Tab
This tab displays a consolidated list of all invoices. It gives you the same summary view that travelers and arrangers see in their own My Account area.
Invoices Available Only in the Admin Portal
Certain invoice types are exclusively accessible to administrators. These include:
Monthly invoices for service fees
Annual management fees
Periodic service fee invoices
Your company may not receive all of these invoice types. If any of these are unfamiliar, they likely do not apply to your setup.
Filtering Your Invoices
Use the available filters to quickly find what you need:
Invoice date: Narrow results to a specific date range
Travelers: Look up invoices for a particular traveler
Travel product type: Filter by the type of travel booked
Payment method: Sort by how the booking was paid
Group: View invoices for a specific group or subgroup within your organization
Once you have applied your filters, click the Export CSV button in the upper right corner of the page to download your results.
Downloading Invoices
In some cases, an invoice may not be available to download. This can happen for two reasons:
The invoice has not yet been generated
The trip was invoiced prior to the most recent platform update
When an invoice is unavailable, the Download Invoice button will appear grayed out. In these cases, contact your Travel Manager directly to request the invoice.