. Where to find invoices
Log in as an Owner or Admin.
Navigate to Admin ▸ Settings ▸ Billing & Seats
Click the Invoices tab (right‑hand rail).
🖼️ screenshot placeholder: billing‑invoices‑tab.png
2. Invoice screen tour
UI element | What it shows |
Status pill | Paid, Due in X days, Overdue |
Issued / Due dates | ISO 8601 dates in your workspace timezone |
Amount | Sub‑total (pre‑tax) + tooltip for tax/VAT |
Download icon | ⤓ PDF export (see § 3) |
Recipients | List of emails that receive the PDF automatically |
3. Download a single invoice (PDF)
Hover the row you need.
Click the ⬇ Download icon.
The PDF opens in a new tab; press Save in your browser.
The PDF is audit‑ready:
Company legal entity & tax ID
Your purchase order # (if supplied)
Itemised line‑items (base seats, add‑on mailboxes, call minutes)
VAT / GST where applicable
4. Bulk export (zip)
Need a full quarter or fiscal year?
Press Bulk export (top‑right).
Choose a date range (max 24 months).
Click Generate → Alta zips all PDFs and emails you a time‑limited download link.
5. Add or change invoice recipients
Still in Billing & Seats ▸ Invoices, click Recipients.
➕ Add email → type address → Save.
Toggle Admin‑only if you don’t want the user to log in, only receive the PDF.
Recipients receive invoices and payment‑failure alerts.
6. Understanding invoice statuses
Status | Meaning | Action |
Draft | Upcoming charge (within 48 h) | Review, update card if needed |
Paid | Successfully charged | — |
Due | Card on file will be charged on due date | — |
Overdue | Charge failed × 3 | Update payment method; retry runs nightly |
7. Troubleshooting
Symptom | Fix |
“Download failed” | Browser pop‑up blocked – allow downloads for |
Invoice amount looks wrong | Check “Seats in period” column; prorated add/remove can split lines across two invoices. |
Can’t see Invoices tab | You’re logged in as Manager or Rep. Ask an Admin to grant you higher access. |
8. FAQs
Question | Answer |
Can I switch from card to ACH? | Yes—email [email protected]; ACH is available on Professional + annual plans. |
Do you support split billing across subsidiaries? | We can invoice multiple legal entities; each needs its own workspace or a custom billing addendum (Enterprise only). |
How long are invoices stored? | 7 years (default). You can request permanent deletion after account closure. |