Steps · 4
Download an invoice or update billing details
- 01Open billing settingsClick your workspace name → Settings → Billing. The page shows your current plan, next renewal date, and the invoice history.
- 02Download an invoiceIn the invoice history, click the download icon next to any line. The PDF is generated on-demand and includes your business name (if set), workspace ID, line items, and applicable tax.
- 03Change the billing emailClick Edit next to 'Billing email'. The new address gets all future receipts; the old address stops receiving them immediately. Past invoices stay accessible from the billing page regardless of which email is current.
- 04Download a tax summaryUse the 'Year-to-date summary' button at the top of the billing page. The summary is a single PDF aggregating every charge in the year, suitable for handing to an accountant.