How can I download a statement of account or invoice?

You can download these directly through the dashboard.

Statement of account

Your Statement of account is available in the billing dashboard. Click “Get statement of account,” and you will receive an email with a CSV file summarizing your open unpaid and paid invoices. The Statement of account will reflect three months of activity. If you need more in-depth reporting, please contact your account representative for additional assistance.

Invoices

Invoices can be downloaded directly from the billing dashboard. For your convenience, you can choose from several file formats. Currently, they can be downloaded as a PDF, Xero, Quickbooks, or Netsuite.

Up to 20 invoices can be downloaded directly from the dashboard at once. If more than 20 are requested, you will receive a download link via email.