How do I access a VAT invoice for payment?

VAT invoices are generated for the funds you pay to CleverCards, and are available to download from your Account Statement. This article covers where to find them and the two ways to download one.

Find your Account Statement

1. In the Business Portal, go to Reports, then Account Statement.
2. Select the month you want to view using the date filter in the top right corner. The statement defaults to the current month.

3. To isolate the payments you have made, set the Transaction Type filter to External Funds Received.

    

Which transactions have a VAT invoice

A VAT invoice is only generated for the funds you pay to CleverCards, shown on your statement as External Funds Received. 

Other lines, such as Handling Fees, Card Transaction Fees, and VAT on Handling Fees, are deducted from funds you have already paid in and do not have their own invoice. 

The same applies to cards you issue: since each card is funded from money already sent to us, issuing a card does not generate a separate invoice. 

In the Invoice column, transactions without an invoice show a greyed-out download icon; only External Funds Received transactions have an active one.

Download your invoice

To download your full statement for the period:

1. Select Download in the top right corner of the Account Statement.
2. Choose CSV or PDF.

To download the invoice for a specific payment:

1. In the Invoice column, select the download icon beside the External Funds Received transaction.
2. In the Download Invoice window, enter a PO number if you have one. This field is optional.
3. Select Download.