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Downloading Invoices and Payment Receipts
Downloading Invoices and Payment Receipts

We'll email a receipt when a payment is made, and you can download copies at any time.

Kingsley Burns avatar
Written by Kingsley Burns
Updated over a week ago

Downloading Invoices and Receipts

1. From "My Accounts", click "View My Clients":

2. Select the correct Client Account

3. Open the "Billing & Payments" page

4. Select the document you want to download

If there is no receipt or invoice available online, the payment was likely made before our new billing system launched or the invoice was issued manually. Contact us for help and we can send you a duplicate receipt or invoice.

6. You can also search for a specific invoice number:


Who is emailed payment receipts?

When a payment is processed, a receipt is automatically emailed to:

  • The user who made the payment (or the user who set up AutoPay, if it was an automatic payment)

  • The user listed as the Primary Accounting contact for the account (if different)

Account administrators can change the Primary Accounting contact under the Team Members menu:

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