Invoices
2 min read
Overview
The Invoices section provides access to all your billing documents, including lead purchase invoices and subscription invoices.
About Invoices
The Invoices section at /pro/dashboard/invoices displays all your billing documents from Riafin. This includes invoices for lead purchases and subscription payments.
What You'll Find
- All lead purchase invoices
- Subscription plan invoices
- Payment receipts
- Tax documents
Invoice Types
Lead Purchase Invoices
Generated when you purchase leads:
- Unmatched Leads: General lead purchases
- System-Matched Leads: Purchases after cooling period
- Meeting-Booked Leads: High-intent lead purchases
Subscription Invoices
Generated for plan payments:
- Bronze Plan: ₹9,990/year + GST
- Silver Plan: ₹19,990/year + GST
- Gold Plan: ₹39,990/year + GST
Viewing Invoices
Accessing Invoices
- Log in to your Pro Dashboard
- Navigate to
/pro/dashboard/invoices - Browse your invoice history
Invoice List
Each invoice shows:
- Invoice number
- Date issued
- Description (lead type or subscription)
- Amount (including tax)
- Status (Paid, Pending, Failed)
- Download link
Invoice Details
What's Included
Each invoice contains:
- Riafin company name and address
- Your registered advisor details
- Invoice number and date
- Description of services
- Subtotal amount
- GST (18%)
- Total amount
- Payment method
- Transaction reference
Downloading Invoices
Download Options
- Individual Download: Click the download icon next to any invoice
- Bulk Export: Not currently available (contact support for bulk requests)
File Format
Invoices are available as:
- PDF format for printing
- Digital records
Recommended Practice
- Download invoices monthly
- Save to cloud storage
- Keep for tax filing purposes
Payment Status
| Status | Meaning | Action Required |
|---|---|---|
| Paid | Invoice fully paid | None |
| Issued | Invoice generated, payment pending | Complete payment |
| Draft | Invoice in draft state | Awaiting processing |
| Cancelled | Invoice cancelled | Contact support |
Tax Compliance
GST Details
All invoices include:
- GSTIN (GST Identification Number)
- Itemized GST (18%)
- HSN codes where applicable
For Tax Returns
- Download invoices for each financial year
- Maintain records for 7 years as per tax law
- Use invoices as proof of business expenses
Troubleshooting
Missing Invoice
If an invoice is missing:
- Check Orders section for the purchase
- Verify payment was successful
- Contact support with order details
Incorrect Invoice
If invoice details are wrong:
- Note the error
- Contact support with correct details
- Request revised invoice
Payment Issues
For payment-related problems:
- Check payment method on file
- Verify sufficient balance/limit
- Try alternative payment method
- Contact Razorpay support if needed