Invoices and payment receipts

Download invoices, receive them by email, and set the company name they carry.

Where to find your invoices

All invoices are listed under Settings → Invoices, where you can download each one as a PDF.

iNote

The Invoices and Payment Method tabs are only visible to the Team Owner and Administrators. Members and Viewers do not see them.

!Billing email and company name are Owner-only

The two procedures below both happen in the Team profile section, which is shown to the Team Owner only — Administrators do not see it, even though they can view invoices and manage the payment method.

If you are an Administrator and need the billing email or company name changed, ask the Team Owner. There is no per-user alternative: the billing email is a single team-level setting.

Receive invoices by email

To have every invoice emailed automatically:

1. Go to Settings → Team profile
2. Set the Billing email to the address that should receive invoices — your accountant's, for example
3. Tick I want to receive my invoices by email
4. Save your changes

+Tip

Billing email is distinct from Team contact email, which is used for reports and internal communications, and from your notification channels, which are configured per backup. See Notifications.

Change the company name on your invoices

Invoices carry your Team name. To change it:

1. Go to Settings → Team profile
2. Set the Team Name to your company name
3. Click Update

Invoices you download from the Invoices tab afterwards will show the updated name.

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