Documentation
Downloading invoices
The account owner or billing admin can download a company invoice. An ordinary Team member cannot access company invoices. Your current role matters; a historical conversation in which someone else was a billing admin does not authenticate you or grant access.
Five steps
- Open the member App.
- Choose Billing.
- Open Invoices.
- Select the invoice for the period or purchase you need.
- Choose Download PDF.
Keep the invoice reference and billing period together when forwarding the document. A sample invoice in the public demonstration illustrates the interface only. It is not a live company invoice, and the demonstration cannot confirm a real payment.
Invoice and receipt
An invoice describes an amount billed. A payment receipt records a payment. Downloading an invoice does not by itself prove that it has been paid. If a finance colleague needs proof of payment, identify that request explicitly instead of assuming every PDF in the billing area serves the same purpose.
Team roles
Ask the account owner or billing admin to obtain a company invoice if you are an ordinary Team member. Membership in the desk plan does not imply permission to see the team's financial documents. Share the relevant period with the eligible person so they can find the correct record.
Details for a billing question
Include the invoice reference, date and the issue you want resolved. Avoid copying a sample reference from the demo into a real request. A guide can explain a procedure but cannot inspect your account balance or determine whether a bank transfer has arrived.
The downloadable Team billing guide discusses purchase-order references and examples of invoices and receipts. It complements this navigation procedure. Read the relevant section rather than assuming the web procedure contains every billing-specific qualification in the document.
Keeping a copy
Retain the document produced by the actual account along with its reference. If the question concerns a replacement or correction, distinguish the original from the latest document in the correspondence. An old screenshot of a billing menu may use different labels from the current procedure.