Understanding Your Invoice
Policy Stack generates a detailed invoice for each billing cycle. This article explains what each line item means and how to access your invoice history.
Accessing Your Invoices
- Navigate to Settings → Billing in your advisor dashboard
- Scroll to the Invoice History section
- Click any invoice row to expand its details
- Click Download PDF to save a copy for your records
Invoice Line Items
Each invoice contains one or more of the following line items:
| Line Item | Description | |-----------|-------------| | Base plan charge | The monthly or annual fee for your current advisor tier (e.g., Practice 25 — $299/mo) | | Overflow seats | Per-seat overflow charges ($15/seat/mo on Practice 10 and above) for seats beyond your plan's included count | | Prorated adjustment | A partial charge or credit when you upgrade or downgrade mid-cycle | | Referral credit | Credits earned through the referral program, applied as a discount |
Prorated adjustments appear when you change plans mid-billing cycle. If you upgrade, you see a charge for the remaining days at the new rate and a credit for the unused days at the old rate. The net difference is the prorated amount.
Tax Information
Tax charges depend on your billing address and local tax regulations. If applicable, tax appears as a separate line item below the subtotal. Policy Stack collects and remits sales tax where required by law.
Payment Method Details
The bottom of each invoice shows:
- Payment method — the card type and last four digits used for the charge
- Payment date — when the charge was processed
- Payment status — Paid, Pending, or Failed
To update your payment method before the next billing cycle, navigate to Settings → Billing → Payment Methods. Changes take effect on the next scheduled charge.
Downloading Invoices
You can download any invoice as a PDF from the Invoice History section. Each PDF includes your practice name, billing address, all line items, tax details, and payment confirmation — suitable for expense reporting or accounting.
- Navigate to Settings → Billing → Invoice History
- Locate the invoice you need by date
- Click Download PDF on the right side of the invoice row
- Save the file — the filename follows the format
policystack-invoice-YYYY-MM.pdf