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Viewing Invoices


Viewing Invoices

Through Dashboard you have the ability to lookup past invoices for your store(s), including a PDF of every period statement. Olo is transitioning to a new billing system, and during this time you will see links to billing periods billed using the old system in the "Lookup Payments" section and links to invoices from the new system in the "Invoices" section:

  • Login to the Dashboard at https://my.olo.com

  • Click on the Payments tab on the left side of the screen and click Lookup Payments or Invoices

    • Lookup Payments: Our legacy invoicing system where you can view invoices from any date range

    • Invoices: Access to our new invoicing system. Only invoices from January 2017 or later can be viewed here.



Note: If you don't see the Invoices tab on your Dashboard it's likely because it isn't activated for your account. In this case, contact your corporate team for more information.

  • Using either option you will have to choose your store from the right sidebar and click Confirm Store Selection. You may be prompted to select a store if you have access to more than one location through Dashboard. 

  • If looking up a past payment statement, you may either select Lookup by Payment ID or Search by Timeframe.

    *Note: If searching by timeframe, select a pre-built timeframe or enter the desired timeframe in the “Payments in Date Range”



    If looking up an invoice, adjust the date range you wish to search within.



  • Select See Orders under Lookup Payments or Show Invoices under Invoices

  • Review the information and, if desired, click on the PDF icon to download the invoices.

    *Note: You may need to disable your popup blocker in order to see the PDF



Summary Reports

If you would like a summary report of payments from multiple months or multiple stores, this can be downloaded by using the Export to Excel button:

  1. Follow the steps above to search by time frame for the stores or months desired. You can pull invoice information for multiple stores at a time if desired. 

  2. Click the Export to Excel button to download the payment details as an excel spreadsheet. 

 

 

 

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