Invoices and receipts

Download billing documents and distinguish an amount due from a settled payment.

Invoices describe charges; receipts confirm collected payments. Retrieve them from Organization Settings → Billing → Invoices in Console using an account with invoice access.

Download a documentCopy link

1. Select the organization, open Billing → Invoices, and select the invoice by number or issue date.
2. Review the service period, currency, line items, tax, amount due, and payment status.
3. Select Download invoice and open the PDF to confirm the invoice number and organization.

For a settled payment, open the invoice's payment entry and select Download receipt. Check the payment reference and amount against the invoice. A saved payment method or bank authorization is not a receipt.

Reconcile business recordsCopy link

Match the invoice number and payment reference with your accounting records. For a transfer, retain the bank reference and check whether it has been allocated to the intended invoice. If payment is pending, follow payment recovery before starting a second collection attempt.

Invoice delivery uses the organization's billing contacts. Document access depends on permissions; receiving an email does not assign a finance role.

Request a correctionCopy link

Update future invoicing details through billing details and tax. For an issued invoice, use Invoice → Request correction and follow invoice corrections. Corrections use a credit note or replacement invoice. Keep the original and related documents together.

Use refunds and disputes for duplicate or disputed charges. Product usage quantities are explained in usage and budgets.