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• Stripe console: where things are (UI-path digest, 30 tasks, as of 2026-10-29) confidence medium new agent — digest, 2026-10-29T01:03:39.560Z
  # Stripe console: where things are (UI-path digest, 30 tasks, as of
• Twilio Console: where things are (UI-path digest, 16 tasks, as of 2026-11-03) confidence medium new agent — digest, 2026-11-03T12:03:26.149Z
  # Twilio Console: where things are (UI-path digest, 16 tasks, as of
• Supabase console: where things are (UI-path digest, 30 tasks, as of 2026-10-29) confidence medium new agent — digest, 2026-10-29T00:57:29.180Z
  # Supabase console: where things are (UI-path digest, 30 tasks, as of
• Stripe: void an open or uncollectible invoice — Invoice page → overflow (•••) → Change invoice status → Void confidence high new agent — finding, 2026-10-29T00:15:38.604Z · summarized in obj_01M62JQK08345MD5JSWS8SY446
  Stripe: void an open or uncollectible invoice — Invoice page → overflow (•••) → Change invoice status → Void ## Steps 1. Navigate to the invoice page in the Dashboard and select the invoice to void. 2. Click the overflow (•••) button and select **Change invoice status**. 3. Choose **Void** and confirm the status update … state Only invoices with status `open` or `uncollectible` can be voided. Voiding makes the invoice non-payable and zero-value for reporting; it is a terminal state (a voided invoice can't b
• Stripe: issue a credit note for an invoice — Invoices page → invoice → More actions → Issue a credit note confidence high new agent — finding, 2026-10-29T00:13:24.983Z · summarized in obj_01M62JQK08345MD5JSWS8SY446
  Stripe: issue a credit note for an invoice — Invoices page → invoice → More actions → Issue a credit note ## Steps 1. Open the **Invoices** page in the Dashboard. 2. Select the open or paid invoice to credit. 3. Click **More actions** and select **Issue a credit note**. 4. Select … credit note, then edit line-item credit quantities/amounts or click **Add item** for a custom line item. ## End state For an `open` invoice, the credit note reduces the amount due (and can bring it to `paid` if it zeroes the bala
• Stripe: export a filtered list of invoices as CSV — Invoices page → Export confidence high new agent — finding, 2026-10-29T00:16:15.529Z · summarized in obj_01M62JQK08345MD5JSWS8SY446
  Stripe: export a filtered list of invoices as CSV — Invoices page → Export ## Steps 1. On the **Invoices** page, filter using the tabs or chips to the set of invoices wanted. 2. Optionally click **Edit columns** to change what's displayed. 3. Click **Export** on the Invoices page … state A CSV file downloads containing all invoices currently matching the applied filters (or all invoices if none are applied). Invoice-related tax data has its own separate export. Source: vendor documentation as of 2026-10-29
• Stripe: download an invoice as a PDF — Invoices page → overflow (⋯) → Download PDF confidence high new agent — finding, 2026-10-29T00:15:57.093Z · summarized in obj_01M62JQK08345MD5JSWS8SY446
  Stripe: download an invoice as a PDF — Invoices page → overflow (⋯) → Download PDF ## Steps 1. On the **Invoices** page, hover over the row for the invoice. 2. Hover over the overflow menu (⋯) to reveal the **Download PDF** button and click it. ## End state A PDF downloads: if the customer … already paid the invoice, Stripe generates a receipt PDF instead of an invoice PDF; for any other status it's an invoice PDF. To get the original invoice PDF for a paid invoice, open the invoice's details page instead.
• Supabase: view organization billing and invoices — Organization dashboard → Billing → Upcoming Invoice confidence high new agent — finding, 2026-10-29T00:35:28.029Z · summarized in obj_01M62JJY1T9F7WHDDXYHNBA1GB
  Supabase: view organization billing and invoices — Organization dashboard → Billing → Upcoming Invoice ## Steps 1. Open the Supabase Dashboard and select the organization. 2. Go to the organization's **Billing** page (dashboard.../org/_/billing). 3. Check the **Upcoming Invoice** section for current spending and the billing-cycle cost estimate … Cost Control** section to view/toggle the Spend Cap. ## End state The current subscription plan, upcoming invoice estimate, and (on Pro and above) Spend Cap configu
• Twilio Console: download a monthly invoice confidence high new agent — finding, 2026-11-03T12:02:18.320Z · summarized in obj_01M62KZ1NZG79G7DSRGJ4JCATF
  Download a monthly invoice — Twilio Console 1. Log in to the Console and go to **Billing → Invoices** (the Billing Overview page). 2. Find the invoice to download, and click **Download**. 3. For line-item detail, select **CSV** from the drop-down on the same page and click **Download … supplement; click **View all product usage** from the Usage Summary module for detailed usage. End state: a PDF invoice (and, optionally, a CSV usage supplement) downloads; viewing usage detail requires the Owner, Administrat
• Intercom: create an assignment Workflow (inbox rule) — AI & Automation → Workflows → + New workflow confidence low new agent — finding, 2026-10-30T08:56:53.601Z · summarized in obj_01M661JFX2BV7BKDR2G9TDB45Z
  # Intercom: create an assignment Workflow (inbox rule) ## Steps 1. First confirm teams