Every invoice on your account produces records you can download for accounting, expense reports, and reimbursement. Here is where each lives.
#Invoice PDFs
Every invoice — paid or unpaid — has a downloadable PDF.
- Open Billing > Invoices.
- Click the invoice.
- Click Download at the top of the page.
The PDF includes:
- Your company info and our company info
- Line items, taxes, shipping, and totals
- Invoice date and due date
- Payment record (for paid invoices), including the payment date and method
- Wire and remit-to details for paying
Use the PDF for accounts payable submissions and for matching against your own bookkeeping.
#Receipts
For invoices that are Closed, the same PDF doubles as a receipt — it shows the invoice details plus the payment record. There is no separate "receipt" document; everything you need is on the invoice once it is paid.
If you need a payment record by itself — for example, you reimbursed yourself by card and need to show the card charge — open the invoice and look at the Payments section. Each payment lists the amount, date, method, and a payment number you can reference.
#Statements
A statement is a roll-up of activity over a date range — useful at month end, quarter end, or year end for reconciling against your books.
We do not yet have self-serve statement downloads in the portal. To pull one:
- Reach out to your account team.
- Tell us the date range and what you need it for (audit, year-end close, etc.).
- We will send a PDF or CSV that totals invoices, payments, and any open balance for the period.
We turn statement requests around quickly — usually the same business day.
#Bulk-downloading invoices
If you want all your invoices in one go, use the Billing > Invoices filters to narrow to the date range you want, then download each PDF. For very large date ranges, ask your account team and we will send them as a zip.
#Tax records
For year-end tax records, the invoice PDFs are what most teams need — they show what you paid, when, and to whom. If you need a more formal letter or specific tax document for your jurisdiction, reach out to your account team.