Managing and Resolving Invoice Issues in Jolt Software
Purpose
Help users understand how to view, manage, and resolve common invoice-related issues in Jolt Software.
Overview
Invoices in Jolt Software are managed through the billing section of the platform. Common issues include:
Missing or overdue invoices
Payment status not updating
Difficulty accessing invoices by location
Billing notifications remaining after payment
Viewing Invoices
To access invoices:
Navigate to Settings → Invoices
Or use the billing link provided in the invoice notification banner
Invoices may be tied to a specific location, so ensure the correct location is selected when viewing billing information.
Common Invoice Issues and Fixes
1. Invoice Shows as Unpaid After Payment
If an invoice still appears unpaid:
Allow time for payment processing to complete
Refresh the billing page
Confirm the payment was submitted from the correct account
If the issue persists, escalate for billing review.
2. Billing Banner Still Visible After Payment
If a billing warning banner remains after payment:
This may take time to update in the system
The banner will typically clear once billing sync completes
No immediate action is usually required.
3. Cannot Find an Invoice
If an invoice is missing:
Confirm the correct location or account context is selected
Check whether the purchase was made through a sales representative or self-service channel
Some purchases may not generate invoices in the same location as the account billing view.
4. Payment Issues or Discrepancies
If a payment does not match the invoice amount:
Verify payment details and currency used
Confirm payment was applied to the correct invoice
Escalate billing discrepancies for internal review if needed.
Supply Store Purchases
Invoices may not always be auto-generated for hardware or supply store purchases.
If an invoice is not visible:
Check order confirmation details
Use purchase records to reference the transaction
Contact Support if invoice retrieval is needed
Important Notes
Invoice updates may take time to reflect across the system
Some billing actions depend on account or location context
Not all purchases generate invoices in the same billing flow
Support Guidance
Always confirm account and location context first
Avoid assuming payment failure without verification
Separate billing visibility issues from actual payment issues
Escalate unresolved discrepancies to billing support