View Financial Reports

Learn how to access and understand your financial reports, invoices, and usage data in Planeasy.

Access Reports

1. Navigate to Billing

Go to Settings > Billing > Reports tab.

2. Select Period

Use the date picker to select the period you want to view:

• Last 30 days
• Last 3 months
• Last 6 months
• Last year
• Custom period

3. View Report

The report will display automatically with the selected period.

Types of Reports

Invoices

View all your invoices:

• Invoice Number: Unique identifier
• Issue Date: When the invoice was generated
• Due Date: Payment deadline
• Amount: Total amount charged
• Status: Paid, Pending, Overdue
• Download: PDF download button

Payment History

View all payment transactions:

• Date: When the payment was processed
• Method: Credit card, PIX, or Boleto
• Amount: Amount charged
• Status: Success, Failed, Refunded
• Receipt: Download receipt

Usage Report

View your platform usage:

• Messages Sent: Total by channel (WhatsApp, SMS, Email)
• Active Contacts: Total number of contacts
• Storage Used: File and media storage
• API Calls: Number of API requests (if applicable)

Export Reports

1. Select Report Type

Choose the report you want to export (Invoice, Payment, Usage).

2. Click "Export"

Click the "Export" button in the upper right corner.

3. Select Format

Choose the export format:

• PDF: Best for printing and sharing
• Excel (.xlsx): Best for analysis and calculations
• CSV: Best for importing into other systems

4. Download

The file will be downloaded to your device.

Important Notes

• Reports are generated in real-time
• Historical data is available for up to 2 years
• Invoices are also sent by email automatically
• You can download multiple invoices at once

Understanding Your Invoice

Basic Information

• Company Name: Your account name
• Tax ID: Your company's tax identification
• Billing Address: Registered address

Line Items

• Plan: Your current subscription plan
• Messages: Cost per message by channel
• Additional Features: Any add-ons or extras

Totals

• Subtotal: Total before taxes
• Taxes: Applicable taxes (if any)
• Total: Final amount charged

Related Articles

• Configure Payments
• Manage Plans