How can I manage and download my invoices?
You can manage your invoices in the Billing option in our menu.
How to download invoices
- Click on the Drag menu on the top right of your screen.
- Click on Billing.
- Click on the red button Download Invoice on the top right of the screen
- You will be able to view the list of your historical invoices, including your current plan, price paid and date of each invoice.
- Click on the download icon next to each invoice to download them.
To confirm what users have permissions to access Billing:
- Click on the Drag menu on the top right of your screen.
- Click on Users and Roles.
- You will see a tag next to each user name with their respective role.
How to edit company information on your invoices
- Click on the Drag menu on the top right of your screen.
- Click on Billing.
- Scroll down to the Company Name and Company Address fields.
- Click on the pen icon to edit these information respectively.
Updated on: 04/11/2023
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