Find invoices or change payment details
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.09
Open Billing. Accounting, Operations, and Administrator can use it.
Find an invoice
Section titled “Find an invoice”- Choose Invoice Month at the top when available. Under Invoice History, select Open or PDF beside an invoice.
- Use that invoice for final charges and payment status. Current Invoice Preview is an estimate; monthly service uses enabled billable offices.
Billing occurs on the 1st. Upcoming service month and Usage billed in arrears can cover different months. A dash means no invoice link is available.
Update payment or billing details
Section titled “Update payment or billing details”- Under Billing Profile, select Open Billing Portal and make the change there.
- Return to AgencyMesh and reload Billing.
Billing Active means a card is on file, not that an invoice is paid. If payment submission is unclear, view its status before paying again.