Billing history, invoices, and receipts
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Your billing history
Every charge on your account is listed in Billing. Open any charge to view or
download its invoice / receipt — a proper record for bookkeeping and taxes, with your plan,
amount, and date.
Send receipts to the right place
Under your billing info, you can set a billing email and the name and address that appear
on invoices. Receipts are copied to that email, so you can route them straight to a bookkeeper or
accountant without sharing your login.
Who can do this
Only an account owner, or a member with the billing or admin role, can view billing
history and receipts. Regular members don't see billing. History is per account, so each practice
you belong to keeps its own invoices — see
Work across multiple accounts.
Tips
- Download receipts as they come in rather than hunting for them at tax time.
- Set the billing email to your accountant's address so receipts arrive where they're needed
automatically.