Beginner3 min
Invoices & History
Access your complete billing history. Download invoices for accounting and tax purposes.
Viewing Invoices
Invoice List
Find all invoices at Settings > Billing > Invoices:
- Date of invoice
- Invoice number
- Amount charged
- Status (paid, pending, failed)
Invoice Details
Click any invoice to see:
- Line items
- Tax information
- Payment method used
- Transaction ID
Downloading Invoices
Single Invoice
- Go to Invoices
- Find the invoice
- Click Download PDF
- Save to computer
Bulk Download
Download multiple:
- Select invoices (checkboxes)
- Click Download Selected
- Receive ZIP file
Date Range Export
Export by period:
- Click Export
- Select date range
- Choose format (PDF/CSV)
- Download
Invoice Contents
Standard Fields
Every invoice includes:
- Invoice number
- Invoice date
- Due date
- Payment status
Itemized Charges
- Subscription fee
- Additional seats
- Credit add-ons
- Overages (if any)
Tax Information
- Subtotal
- Tax rate and amount
- Total charged
Your Information
- Account name
- Billing address
- Tax ID (if provided)
Invoice Status
Paid
- Payment successful
- Receipt available
- No action needed
Pending
- Awaiting payment
- Due date shown
- Pay to avoid interruption
Failed
- Payment didn't process
- Update payment method
- Grace period active
Refunded
- Amount returned
- Reason noted
- Credit applied
Email Receipts
Automatic Emails
After each payment:
- Receipt sent to billing email
- PDF attachment included
- Transaction summary
Managing Email
Change receipt email:
- Go to Billing Information
- Update billing email
- Save changes
Resend Receipt
To resend:
- Find invoice
- Click Resend Email
- Check inbox
Payment History
All Transactions
View complete history:
- Successful payments
- Failed attempts
- Refunds
- Credits applied
Transaction Details
Each entry shows:
- Date and time
- Amount
- Payment method
- Status
Reporting
For Accounting
Export data for:
- Monthly reports
- Annual summaries
- Tax filings
- Budget tracking
Export Formats
Available formats:
- PDF (official invoices)
- CSV (for spreadsheets)
- JSON (for integrations)
Scheduled Reports
Business+ can set up:
- Monthly email reports
- Automatic exports
- Integration with accounting software
Billing Questions
Understanding Charges
Common questions:
- Prorated charges: Partial month when changing plans
- Usage charges: Overages beyond plan limits
- Add-on charges: Additional credits purchased
Disputing Charges
If you see an error:
- Review invoice details
- Check subscription history
- Contact support with invoice number
Refunds
Refund Policy
- Pro-rated refunds for annual plans
- No refunds for partial months
- Credit add-ons non-refundable
- Exceptions reviewed case-by-case
Requesting Refund
- Contact support
- Provide invoice number
- Explain situation
- Await review
Refund Processing
If approved:
- Credited to original payment method
- 5-10 business days
- Confirmation email sent
Tax Documents
Annual Summary
Available in January:
- Previous year totals
- For tax purposes
- Download from dashboard
Tax IDs
Add tax information:
- Go to Billing Information
- Enter tax ID
- Appears on invoices
W-9 / Tax Forms
For US customers:
- Request our W-9
- Contact support
- For your records
Enterprise Billing
Custom Invoicing
Enterprise customers get:
- Custom payment terms
- Purchase order support
- Multiple billing contacts
- Custom invoice format
Consolidated Billing
For multiple workspaces:
- Single invoice
- Itemized by workspace
- Simplified accounting
Next Steps
- Payment Methods - Update payment
- Managing Subscription - Change plans
- Plan Tiers - Compare options
Tags
billinginvoicesrecords