Step 1: Navigate to the Settings page
First, log in to your Checkboard dashboard. Once you're logged in, locate and click on the 'Settings' option in the dashboard menu.
Step 2: Access Usages pages
Inside the 'Settings' menu, you'll find several options. Click on 'Usages'. This section allows you to view your usage statistics and related financial details.
Step 3: Export your data
In the 'Usages' section, you will see an option labeled 'Export'. Click on this to proceed. Ensure that you select the correct date range that matches the invoice for which you need a breakdown. This helps in accurately reflecting the transactions for your desired period.
Download your invoice breakdown
Click on 'Export' and a CSV file will automatically download to your device.
This file contains a detailed breakdown of your invoice, including dates, charges, and other relevant data.
Additional resources and tips for invoice management
Tutorial Video: For a visual guide on how to navigate the dashboard and export your invoice data, check out this helpful tutorial video.
Direct Dashboard Link: Access the dashboard directly at Checkboard Dashboard to manage your settings and usage details.
Date Accuracy: Always double-check that the date range selected matches the invoice period you are investigating to ensure the accuracy of the data.
Secure Storage: Keep your downloaded CSV files in a secure location and consider backing them up to prevent data loss.
Manage your invoices efficiently through Checkboard’s dashboard without the need to contact customer support or wait for manual processing. This not only saves time but also puts all the necessary data at your fingertips, allowing you to manage your account efficiently.