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Add section to release note, related doc updates
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rachelwhitton committed Jan 17, 2025
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4 changes: 2 additions & 2 deletions source/content/guides/account-mgmt/billing/07-invoices.md
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Expand Up @@ -14,7 +14,7 @@ contributors: [wordsmither]
showtoc: true
permalink: docs/guides/account-mgmt/billing/invoices
editpath: docs/guides/account-mgmt/billing/07-invoices.md
reviewed: "2022-09-19"
reviewed: "2025-01-17"
---

Learn how to view and manage your invoices and subscriptions.
Expand All @@ -25,7 +25,7 @@ To view your invoices:

1. [Go to your Personal Workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then select **Invoices**.

Sites are listed below the card to which they are assigned. Up to 100 of the most recent invoices are shown in the list.
Sites are listed below the card to which they are assigned. Up to 100 of the most recent invoices are shown in the list. Only the most recent invoice is labeled as paid or unpaid.

### Receiving Invoices via Email

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Expand Up @@ -13,6 +13,7 @@ tags: [billing]
contributors: [whitneymeredith]
showtoc: true
permalink: docs/guides/enterprise-billing-center/invoices
reviewed: "2025-01-17"
---

This section provides information on how you can access and interact with the invoices in the Enterprise Billing Center.
Expand All @@ -27,7 +28,13 @@ You must have Admin privileges for the workspace to view invoices. Note that acc

1. Click the invoice number you want to review.

![Dashboard Site Portfolio Display Example 2](../../../images/site-portfolio-report-no-portfolio-section.png)
![Dashboard Site Portfolio Display Example 2](../../../images/release-notes/2024/invoice-tags.png)

<Alert title="Note" type="info">

Only the latest invoice is labeled as paid or unpaid.

</Alert>

## Filter the Invoice

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13 changes: 2 additions & 11 deletions source/content/guides/enterprise-billing-center/04-interacting.md
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Expand Up @@ -13,6 +13,7 @@ tags: [billing]
contributors: [whitneymeredith]
showtoc: true
permalink: docs/guides/enterprise-billing-center/interacting
reviewed: "2025-01-17"
---

This section provides information on how you can access and interact with the Site Portfolio Report.
Expand All @@ -23,19 +24,9 @@ You can access the Site Portfolio Report in the Enterprise Billing Center within

1. [Go to the workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then click **Billing**.

Note that the Enterprise Billing Center page displays differently for different account types:

- Click **Download CSV** next to the desired invoice period under **Portfolio Report**.

![Dashboard Site Portfolio Display Example 1](../../../images/site-portfolio-report-dashboard-portfolio-report-section.png)

**OR**

If you do not have a Portfolio Report section on your Enterprise Billing Center:

- Click the **View** link next to desired invoice period to view the report in the dashboard or click **Download CSV** to download a CSV version of the report.

![Dashboard Site Portfolio Display Example 2](../../../images/site-portfolio-report-no-portfolio-section.png)
![Dashboard Site Portfolio Display Example 2](../../../images/release-notes/2024/invoice-tags.png)

## View Additional Information in the Charts

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6 changes: 5 additions & 1 deletion source/releasenotes/2025-01-17-new-invoice-status-tags.md
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Expand Up @@ -5,10 +5,14 @@ categories: [billing, user-interface]
---
We’ve added a feature to the billing section of the Pantheon dashboard that helps you quickly check the status of your most recent invoice.

## What's new
## What's new?

* **Status tags:** Your latest invoice now displays a "Paid" or "Unpaid" tag for easy tracking.

This update makes it easier to stay informed about your latest payment without impacting dashboard performance.

![New invoice status tags](../images/release-notes/2024/invoice-tags.png)

## What's next?

This effort towards improved billing visibility in the dashboard lays the groundwork for further improvements down the road. In a future update, we plan to apply "Paid" and "Unpaid" tags across all invoices, rather that just the most recent invoice.

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