Skillable Insights, Skillable's data analytics platform, gives business decision makers the reports, metrics and data you need to make informed decisions regarding your labs. In addition to those capabilities, Insights now gives authorized users the ability to view and download invoices, both current and historical.
The Invoices tab available in Skillable Insights, provides a centralized and convenient way to keep track of billing records. With the Invoices tab, you can view invoice records going back up to two years, view summary information for each invoice, and download Invoice PDFs and related documents.
Use Invoices tab to:
- View current and historical invoices (going back up to two years)
- View summary information about an invoice without the need to open an attachment
- View and download Invoice PDF
- View and download detailed excel files (previously only available via email attachment)
By default, the Invoices tab is made available in Skillable Insights to program managers and business decision makers. If you would like to enable access to Invoices for yourself or others at your organization, please reach out to your Customer Success Manager or Account Executive.
Getting Started with Invoices
Getting started with Skillable Insights invoices is easy. Your CSM or Account executive will need to assist you with enabling access.
| User Type | Guidance |
|---|---|
| New Skillable Insights User | You will need to gain access to Skillable Insights before you can view and download invoices. Reach out to your CSM or Account Executive and request an Insights account with Invoices tab access. |
| Existing Skillable Insights User | You may need to request access to the Invoices tab. If you don’t see a tab for Invoices when you log into Insights, reach out to your CSM or Account Executive and request to have Invoices tab access added to your Insights account. |
View and Download Invoices
- Navigate to Skillable Insights.
- Select the Invoices tab.
- Invoices are listed in chronological order (newest on top), with up to two years of history.
- To view or download an Invoice PDF, select the PDF button to the right of the invoice entry.
- To view details for a specific invoice, select the Plus sign (+) to the left of an invoice entry.
- To view or download an invoice detailed Excel file, click the name of the file (bottom-left section of invoice entry).