1. Overview

This article focuses on the actions and account checks needed for viewing & downloading invoices.

Use Billing in your Dashboard to review the current information before making a change.

2. Finding Your Billing Records

Review the available details, including:

• Your current plan or billing status

• Workspace information that may be affected

• Available Credits or usage details

Checking the relevant details first helps you understand what happens next.

3. Reviewing Invoice Details

Billing provides the account information relevant to viewing & downloading invoices.

Before you continue, confirm that the Workspace and billing details are current.

• Review the available Billing information before you continue.

• A change may affect:

• The plan currently connected to your Workspace

The timing of future billing activity

4. How to Download an Invoice

Start from Billing in your Dashboard and select the relevant account option.

Follow these general steps:

• 1. Open Billing from your Dashboard.

• 2. Review the information shown and continue with the relevant action.

Check the confirmation and timing details before you finish.

5. Checking Available Documents

The available billing information explains the context for the selected action.

• Review the current Workspace and account details before confirming.

• Keep relevant billing information available for your records.

Use the information displayed in Billing instead of relying on assumptions.

6. Billing Information

Your account may show details related to viewing & downloading invoices.

• Depending on your Workspace, review:

• Current plan information

• Billing status and account details

• Credits or usage information

Workspace responsibilities

• Keep these details current so future billing changes are easier to review.

• Review the available Billing information before you continue.

• Relevant billing information and confirmation details

7. Workspace Records

Review Billing regularly to keep your Workspace information accurate.

• Review the available Billing information before you continue.

• Your Dashboard provides a practical reference for billing and Workspace details.

• Use those details when you need to follow up on an account change.

• Review the available Billing information before you continue.

Keep confirmations and relevant billing records available.

8. Keeping Copies Available

Timing can vary based on the billing information shown for your account.

• Review the current status in Billing after you submit a change.

• Review the available Billing information before you continue.

Use the information shown for your Workspace before repeating an action.

9. If an Invoice Is Missing

Viewing & Downloading Invoices requires a careful review of your current Billing details.

• Have these details ready:

• Current Workspace information

• Relevant Billing details

The account information shown in Billing is the best starting point when you need help.

10. Key Takeaways

• Review Billing before making a change

• Check timing and Workspace details

• Keep relevant records available

• Confirm the status after an update

• Use current account information as a reference