Understanding and managing your financial interactions with Stepes is essential for effective account management. This guide provides instructions on how to access and interpret your invoices and order history, ensuring transparency and ease of financial tracking.
Accessing Invoices and Transaction History:
- Navigating to Your Financial Dashboard:
- Log in to your Stepes account.
- Locate and click on the ‘Finance’ section in your account dashboard.
- Viewing Invoices:
- In the finance section, you will find a list of all invoices generated for your translation projects.
- Click on any invoice to view detailed information, including dates, services provided, amounts charged, and payment status.
- Understanding Invoice Details:
- Each invoice contains a breakdown of services, such as the type of translation, word count, and any additional services like DTP, rush fees, or specialized subject matter.
- Taxes, discounts, and any applied credits will also be displayed.
- Order History:
- Your order history includes all financial interactions with Stepes, such as payments made, refunds received, or credits applied.
- You can filter this history by date, amount, or project for easier tracking.
- Downloading Invoices and Statements:
- Invoices and order statements can be downloaded as PDFs for your records or accounting purposes.
- Ensure you have the necessary software to view PDF files.
- Querying a Transaction:
- If you have questions or concerns about a specific invoice or order, contact Stepes’ finance department or customer support for clarification.
- Keep the invoice or order ID handy for quick reference.
Best Practices for Managing Financial Records:
- Regular Review:
- Regularly review your invoices and transaction history to keep track of your expenses and budget.
- This is particularly important for clients managing multiple projects or large accounts with Stepes.
- Record Keeping:
- Keep a copy of all financial documents for your records. This is crucial for accounting purposes and potential tax obligations.
- Security and Confidentiality:
- Ensure that your financial information is kept secure. Limit access to your financial dashboard to authorized personnel only.
Access to detailed invoices and transaction history is part of Stepes’ commitment to transparency and customer satisfaction. By regularly reviewing and managing your financial records, you can maintain a clear overview of your interactions with Stepes and ensure that all your translation project finances are in order.