Company Balance and Invoices

View your current account balance, monitor your subscription payment status, and download invoices. This tab is your central hub for all billing and payment history.

What Is This?

The Company Balance & Invoices tab gives you a complete overview of your financial relationship with Shifton. At the top, you can see your current balance and the status of your monthly payment. Below that, the Invoices section provides a full history of all invoices with filtering and download options.

You can access this tab by navigating to Company Settings > Company Balance & Invoices.

Prerequisites

You must have the Owner role to view balance and invoice details.
A paid subscription plan must be active (or previously active) for invoices to appear.

Step-by-Step Instructions

Step 1: Open the Company Balance Tab

Go to Company Settings by clicking your company name in the sidebar.

Click the Company Balance & Invoices tab.

Step 2: Review Your Balance Summary

At the top of the page, you will see a summary panel with the following information.

Field	Description	Example
Current Balance	The amount currently available or owed on your account. A positive balance means credit; $0.00 means no outstanding amount.	$0.00
Monthly Payment Status	Indicates whether the current billing cycle has been paid, is pending, or has failed.	Paid / Pending / Failed
Next Payment Due Date	The date when the next automatic charge will be attempted against your payment method.	April 1, 2026
Cancel Button	Cancels your current subscription plan. This does not take effect immediately; your access continues until the end of the current billing period.	—

Step 3: Cancel Your Subscription (If Needed)

Click the Cancel button in the balance summary section.

A confirmation dialog will appear explaining that your subscription will remain active until the end of the current billing period.

Confirm the cancellation.

Your plan will not renew at the next billing cycle.

Step 4: Browse and Filter Invoices

Scroll down to the Invoices section.

Use the Date Range filter to narrow invoices by a specific period. Select a start date and an end date, then click Apply or Filter.

The invoice table will update to show only invoices within the selected range.

Step 5: Understand the Invoice Table

Each row in the invoice table represents a single invoice. The table below describes each column.

Column	Description	Example
Invoice ID	A unique identifier for the invoice. Click the ID to open the full invoice detail view.	INV-20260301-0042
Billing Period	The date range the invoice covers.	Mar 1, 2026 — Mar 31, 2026
Due Date	The date by which the invoice must be paid.	Mar 1, 2026
Created Date	The date when the invoice was generated.	Feb 28, 2026
Price	The total amount billed for this invoice.	$49.00
Already Paid	The portion of the invoice that has been paid.	$49.00
To Be Paid	The remaining unpaid amount. If $0.00, the invoice is fully settled.	$0.00
Status	The current state of the invoice: Paid, Pending, or Cancelled.	Paid

Step 6: Download an Invoice

Locate the invoice you want to download.

Click the Download button on that row (or click the Invoice ID to open the detail view, then click Download).

The invoice will be saved as a PDF file to your computer.

Access Permissions

Role	View Balance	View Invoices	Download Invoices	Cancel Subscription
Owner	Yes	Yes	Yes	Yes
Administrator	No	No	No	No
Manager	No	No	No	No
Employee	No	No	No	No

FAQ

Q1: What does a $0.00 balance mean?
A: A $0.00 balance means there is no outstanding credit or debt on your account. Your invoices are either fully paid or not yet generated for the current cycle.

Q2: I cancelled my subscription. Will I lose access immediately?
A: No. After cancellation, your account remains fully functional until the end of the current billing period. Once that period ends, your account will be downgraded to the free tier.

Q3: Can I get a refund for an already-paid invoice?
A: Refund policies depend on your subscription terms. Contact Shifton support with the Invoice ID for assistance with refund requests.

Q4: Why does my invoice show “Pending” after the due date?
A: This usually means the payment attempt failed. Check your payment method on the Payment Methods tab, update your card if needed, and contact support if the issue persists.

Q5: Can I export all invoices at once?
A: Currently, invoices are downloaded individually. Set the date range filter to find the invoices you need, then download each one. If you need bulk export, contact Shifton support for assistance.

Possible Issues and Solutions

Issue	Cause	Solution
No invoices appear in the table	Your account may be on a free plan with no billing history, or the date range filter is too narrow.	Widen the date range or remove the filter entirely. If you are on a free plan, no invoices will be generated.
Invoice status shows “Pending” past the due date	The automatic payment failed or the payment method is invalid.	Go to Payment Methods, verify your card details, and update if necessary. Shifton will retry the charge.
Cannot click the Cancel button	You do not have the Owner role.	Only the account Owner can cancel the subscription. Contact your Owner.
Downloaded invoice has the wrong billing address	The billing address was updated after the invoice was generated.	Past invoices use the address that was active at generation time. Update your billing address for future invoices on the Billing Address tab.
Balance shows a negative amount	An overpayment or credit was applied to your account.	This credit will be applied to your next invoice automatically. No action is needed.