🧾Finance

In the "Finance" section you can generate an invoice to top up the balance, and view all account financial transactions for the past period.

General view of the section

This is how the "Finance" section looks when accessed via the side menu. In the opened window specify the amount in dollars you want to top up the balance with and click "Get invoice". More about payment in the article.

How to generate an invoice for payment

On the right side of the screen there is the "Invoices" section where you can manage invoices. The following are specified for them:

• Date — the invoice creation date;

• Payment status — "yes" is a paid invoice, "no" is an unpaid invoice;

• Amount — the invoice amount.

Click "Get invoice".

In the opened window specify the amount in dollars and click "Get invoice".

More about payment in the article.

Other elements

In the central part of the page you will see statistics for the selected operation for the specified month. Using the dropdowns at the top left you can change the operation or month. Also using the "xls" button you can download the report in the corresponding format.

Below a chart is displayed, and to its right the total amount in dollars that was spent or received during that period.

Operations that can be selected in the dropdown:

• Payment of invoice — money deposited to the account balance;

• Tariff payment — payment for AI managers on the account;

• Using AI — payment for AI work, for example during testing or when managers are working;

• Bonus — promo codes, bonuses credited to the balance;

• Referral payment — rewards for referred referrals;

• Transfer_out/in — funds transferred from the account to another account;

• Refund — refunded funds;

• Extra services — payment for additional services for setup, prompt creation, integrations.

At the bottom of the page a table with the transaction details for the selected period is displayed.

The details show the following values:

• Date;

• Operation type;

• Amount;

• Task — the task that spent the funds, if the operation type is "Using AI";

• Comment — usually added to operation types "Extra services".