Connecteam prioritizes transparency and aims to make the process of acquiring invoices quick and easy. With just a few clicks, customers can access their invoices through their Connecteam account. The platform provides clear instructions on how to navigate to the billing section, locate specific invoices, and download them in PDF format for convenient record-keeping.
Here are Step by Step Instructions on How to Download an Invoice:
Step 1: Start by clicking on your avatar on the top right and then settings:
Step 2: Select billing on the left, click on invoices image, and download the relevant invoice to a PDF file.
Note that only owners and admins with permissions can access the invoices in the account's general settings. If you are unable to access the billing tab to view the invoices, it's best to reach out to the account's owner!
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.