View past payments and invoices

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How do I view past payments and invoices?

Viewing past payments and invoices is an important capability for managing your ActiveCampaign billing information. This feature allows users to access historical payment data and download invoices directly from their account. It is particularly useful for financial record-keeping and expense tracking. Understanding how to access and utilize this feature can streamline the billing process and enhance overall account management.

How to access this feature

To view past payments and invoices, you must be the Primary Account Admin or a user with purchase permissions. Only these users can access the Billing and Upgrade page where these invoices are located. It is important to note that other users in the Admin group, or any other user group, will not have access to this feature.

Step-by-step instructions

Follow these steps to view and download your past payments and invoices:

1. **Log into** your ActiveCampaign account. 2. Click on your **profile** icon in the top right corner. 3. Select **Billing & Upgrade** from the dropdown menu. 4. Click the **Invoices** tab.

On the Invoices page, you will find a comprehensive list of all invoices, including:

  * Invoice date
  * Order ID
  * Product purchased
  * Total amount
  * Status of the payment
  * A **View** button for each invoice
  * A **Download** button for each invoice

5. To view a specific invoice, click on the **View** button associated with that invoice. 6. If you wish to download the invoice as a PDF to your device, click the **Download** button associated with that invoice.

By following these steps, you can easily access all necessary information regarding your past payments and invoices.

Configuration options and settings

This feature primarily revolves around the following configuration options: - **Invoice Date**: Indicates when the invoice was generated. - **Order ID**: Unique identifier for each transaction. - **Product**: Details of the product or service purchased. - **Total**: The total amount charged for the product or service. - **Status**: Reflects whether the payment was completed, pending, or failed. - **View Button**: Allows users to view the invoice in detail. - **Download Button**: Provides the option to save the invoice as a PDF for offline access.

Best practices and tips

To make the most of this feature, consider the following best practices: - Regularly check your **Invoices** tab to keep track of all billing activities. - Download and store invoices for your records to ensure you have all necessary documents for tax and accounting purposes. - If you require access to billing information but are not the Primary Account Admin, speak to the account holder about granting you the necessary permissions.

Common use cases with examples

1. **Expense Tracking**: Businesses can track their subscription expenses and reconcile these invoices with internal financial records. 2. **Tax Preparation**: When filing taxes, having access to all invoices can aid in justifying business expenses and ensuring compliance with financial regulations. 3. **Account Management**: Periodically reviewing invoices allows users to stay informed about their subscription status and any associated charges.

Troubleshooting

If you encounter issues when attempting to view past payments and invoices, consider the following: - Ensure that you are logged in as the **Primary Account Admin** or have proper permissions. If not, contact the account owner for access. - Confirm that you are navigating to the **Billing & Upgrade** section correctly. Any discrepancies in account permissions may prevent access. - If the site is experiencing technical difficulties (e.g., not loading the invoice page), consider clearing your browser cache or trying a different web browser.

FAQ

How can I download my invoice?

To download your invoice, click the **Download** button next to the invoice you wish to save.

Can I email my invoices directly from ActiveCampaign?

No, there is currently no option to email invoices. You must log into your account to access the information.

Who can access the Billing and Upgrade page?

Only the Primary Account Admin (Account Owner) or users with purchase permissions can access the Billing and Upgrade page.

What should I do if I can't see the invoices?

Make sure you are an authorized user. If you believe you should have access, check with the account owner about permissions.

Are invoices available in a format other than PDF?

At this time, invoices can only be viewed online or downloaded as PDF files.

How often are invoices generated?

Invoices are generated at the time of purchase or on a recurring billing cycle, depending on your subscription plan.

Can I access past payments from previous subscriptions?

Yes, you can view all past invoices and payments associated with your account regardless of subscription changes.

By following these guidelines and utilizing the provided information, you can effectively manage your invoicing through ActiveCampaign. ```