Overview: This guide explains how to access, review, and download monthly invoices through the Dandy Portal. Use these steps to understand invoice summaries, billing timelines, and auto-payment schedules
Accessing Monthly Invoices
To view monthly invoices, log in to the Dandy Portal. Select the Account Settings gear icon located on the homepage. Click Billing to view the list of available invoices.
Understanding Invoice Content
Monthly invoices become available on the 1st of every month. Each monthly invoice includes an itemized list of every case submitted in the previous month. The invoice also displays the individual costs associated with those cases.
Reviewing Invoice Summaries
Dandy emails an Invoice Summary to the designated billing contact. The Invoice Summary provides a high-level overview of the total order count and the total amount owed to Dandy. If the account does not meet the contractual minimum, the Invoice Summary includes the remaining balance due.
Managing Auto-Payment Timelines
Users should review monthly invoices within 7 days of their availability. Dandy automatically charges the balance due on the 8th of each month. Payments are processed using the payment method currently saved on file in the Dandy Portal.
Downloading and Printing Invoices
To save a copy of an itemized invoice, locate the Download PDF icon. The Download PDF icon is located near the top-right of the billing screen. Clicking the icon generates the invoice in a readable PDF format for printing or local storage.
Download Monthly Invoices from the Dandy Portal