View and Download Invoices

Retrieve your account's billing history and download individual invoices or receipts yourself, without waiting on your account manager. This is useful for expense reconciliation, sharing a receipt with your finance team, or checking what was charged in a given period.

Before you begin

• You need an admin role with access to the account or billing settings. If you can't see a billing section, ask another admin to grant access. (confirm the exact permission in your account.)
• Have the billing period or invoice date you're looking for handy — it makes filtering faster.
• Invoices are typically generated per billing cycle and become available once a cycle closes.

Steps

1. Sign in and open your account or admin settings, then find the billing or subscription area. (confirm the exact steps in your account.)
2. Open the invoices or billing history list. Each entry usually shows the invoice date, billing period, amount, and status (for example, paid or due).
3. Use the date range or search filter to narrow the list to the period you need.
4. Select an invoice to see its detail, including line items and any taxes.
5. Choose the download option (commonly a PDF) to save the invoice or receipt locally. Repeat for any additional periods you need.

Result

You have the invoice open on screen and, if downloaded, a PDF copy saved for your records or to forward to finance. Downloaded invoices reflect the amounts and periods shown in your billing history.

Related

• Manage account settings
• Update payment method
• Billing overview

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Canonical terms: Author, Edition, Folder (Project Folder), Broadcast. See the Glossary.