Monthly invoices

Every month on the 1st, YumKiosk generates a PDF invoice summarizing the previous month's usage. It's emailed to the billing contact on file and is also available anytime under Billing → Invoices in the owner panel. This page explains how to read an invoice and how to reconcile it against your internal records.

#Anatomy of an invoice

The PDF is laid out in four sections:

1. Header — your legal business name, address, and tax ID as set up under Settings → Business, plus the invoice number and date.
2. Plan fee — a single line for the flat monthly charge of your current plan.
3. Agent-hour breakdown — one line per agent, showing clocked hours, rate, and subtotal, plus the total number of "included" hours in your plan and any overage lines.
4. Platform fee & taxes — the 15% platform cut on agent hours, then any applicable sales tax or VAT based on your billing address.

The invoice totals up to the amount we charged the card on file.

#Where to find invoices

All invoices — past and current — live at Billing → Invoices. You can:

• Download the PDF for any invoice.
• View an HTML version with clickable line items that link to the sessions behind each agent-hour.
• Export the full invoice as CSV for your accounting system.
• Filter by date range or agent.

Invoices older than 7 years may be moved to cold storage, in which case a download takes a few seconds. Everything under 7 years is instantly available.

#Matching sessions to line items

Each agent-hour line on the invoice is clickable in the HTML view. Clicking it opens a filtered Sessions report showing exactly which sessions contributed to that agent's hours. You can drill further into individual sessions to see duration, order total, and the customer's video consent record.

This is the same data used by the billing engine, so if you see a discrepancy between what you expect and what's on the invoice, start here.

#Handling discrepancies

If you believe an invoice is wrong, go to Billing → Dispute invoice and fill out the form. Our billing team reviews disputes within one business day and will either:

• Issue a credit memo against next month's invoice, or
• Provide a breakdown explaining the charge.

Common causes of perceived discrepancies:

• An agent left their status on "Available" overnight — the platform treats this as clocked time unless you've turned on auto-clockout (under Settings → Workforce).
• An agent was in a long session that spanned the month boundary — the full session is billed in the month it started.
• A promo code was applied to one month but shows up as a credit the following month instead of a reduction.

#Receipts for your customers

The invoices we send are for your YumKiosk platform usage. Receipts for customer orders at the kiosk are handled separately through your own Stripe Connect account — those are emailed directly by Stripe to the customer's email (if they opt in on the kiosk). You can re-send or customize customer-facing receipts from your Stripe dashboard.