Invoices and receipts

Download invoices, update tax details, and reconcile charges.

Finance teams need clean paper trails: invoices for accruals, receipts for reimbursements, and tax IDs that match what is on file with vendors. Keep addresses and VAT numbers current before month-end close.

Where to find invoices

Navigate to Settings → Billing → Invoices for PDF copies and line items. Download CSV or structured exports if your ERP ingests them automatically.

Line items

Verify seat counts and add-ons against internal headcount reports. Discrepancies often trace to deactivated users still occupying paid seats until the next true-up.

Tax and VAT

Update tax IDs before renewal to avoid delays. This demo does not constitute tax advice—run final numbers past your accounting partner, especially for cross-border entities.

Reverse charge and treaties

Document which party remits VAT or sales tax for each entity. Store evidence with the invoice PDF for audit readiness.

Receipts

Card charges include a receipt link suitable for expense tools that accept emailed PDFs. Forward receipts immediately after charge—matching six months later is painful.

Corporate cards

If the cardholder rotates, update billing profiles so receipts reach the person who must attest to expenses.