Invoices and Payments
Understand invoices, receipts, payment status, billing methods, failed payments, refunds, and account billing.
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Understanding the Invoices and Payments page
What invoices and Payments page means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to view an invoice
Step by step guidance for viewing an invoice in the Invoices and Payments page.
1 min read · Updated 2026-07-28
How to download an invoice
Step by step guidance for downloading an invoice in the Invoices and Payments page.
1 min read · Updated 2026-07-28
How to pay an invoice
Step by step guidance for paying an invoice in the Invoices and Payments page.
1 min read · Updated 2026-07-28
All invoices and payments articles
Understanding the Invoices and Payments page
What invoices and Payments page means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to view an invoice
Step by step guidance for viewing an invoice in the Invoices and Payments page.
1 min read · Updated 2026-07-28
How to download an invoice
Step by step guidance for downloading an invoice in the Invoices and Payments page.
1 min read · Updated 2026-07-28
How to pay an invoice
Step by step guidance for paying an invoice in the Invoices and Payments page.
1 min read · Updated 2026-07-28
How to download a payment receipt
Step by step guidance for downloading a payment receipt in the Invoices and Payments page.
1 min read · Updated 2026-07-28
Understanding invoice statuses
What invoice statuses means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
What Open means on an invoice
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
What Paid means on an invoice
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
What Past due means on an invoice
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
What Void means on an invoice
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
Why a payment may fail
Common reasons this happens, and how to move the item forward.
1 min read · Updated 2026-07-28
How to retry a failed payment
Step by step guidance for retrying a failed payment in the Invoices and Payments page.
1 min read · Updated 2026-07-28
How to update a payment method
Step by step guidance for updating a payment method in the Invoices and Payments page.
1 min read · Updated 2026-07-28
Why a payment is still processing
Common reasons this happens, and how to move the item forward.
1 min read · Updated 2026-07-28
How to report an incorrect invoice
Step by step guidance for reporting an incorrect invoice in the Invoices and Payments page.
1 min read · Updated 2026-07-28
How to ask a billing question
Step by step guidance for asking a billing question in the Invoices and Payments page.
1 min read · Updated 2026-07-28
How credits are applied
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
How refunds are displayed
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
Understanding one-time and recurring charges
What one-time and recurring charges means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to identify a charge from Institution
Step by step guidance for identifying a charge from Institution in the Invoices and Payments page.
1 min read · Updated 2026-07-28
How taxes are displayed on an invoice
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
How to update billing information
Step by step guidance for updating billing information in the Invoices and Payments page.
1 min read · Updated 2026-07-28
Why an invoice amount changed
Common reasons this happens, and how to move the item forward.
1 min read · Updated 2026-07-28
How to request a billing review
Step by step guidance for requesting a billing review in the Invoices and Payments page.
1 min read · Updated 2026-07-28
Where to find past invoices
Where to find this in your workspace, and how to get a copy.
1 min read · Updated 2026-07-28
Still need help?
Contact the Institution team for help with new business, general questions, or account access. Existing clients can also raise account specific questions with their engagement contact.