There are two places to review Client Account Orders in Postalytics. At the Agency Account level, navigate to 'Payouts', and then 'Transactions'. Here you’ll see a chronological listing of each of the campaigns that have been processed in all of your Client Accounts. Click on the PDF icon to see the details or orders, or click 'Export' to download a .CSV file of the orders.
The second option is to view the orders for a particular Client Account. Navigate to the Client Account you wish to view, click on the account name, and then 'Billing Activity'. You can view or download/export the campaign orders from this screen.
*Note – when viewing the orders in a Client Account from the main Agency login, you will also see the monthly Agency subscription orders.
When logging in as a client, through the Agency URL, with their username and password, the monthly Agency subscription invoices are not visible.
