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Viewing and downloading invoices

Stav Levi avatar
Written by Stav Levi
Updated today

.  Where to find invoices

  1. Log in as an Owner or Admin.

  2. Navigate to Admin ▸ Settings ▸ Billing & Seats

  3. 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)

  1. Hover the row you need.

  2. Click the ⬇ Download icon.

  3. 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?

  1. Press Bulk export (top‑right).

  2. Choose a date range (max 24 months).

  3. Click Generate → Alta zips all PDFs and emails you a time‑limited download link.


5.  Add or change invoice recipients

  1. Still in Billing & Seats ▸ Invoices, click Recipients.

  2. ➕ Add email → type address → Save.

  3. 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 app.altahq.com.

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.


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