Managing your subscription invoices is essential for maintaining accurate financial records. In this article, we will guide you through the process of downloading invoices, changing invoice details, and updating US residency details in your Tidio account.
In this article, you'll learn:
Download an invoice
To download the invoice navigate to Settings > General > Project & Billing > Billing section and click on the Send the Invoice button next to your chosen invoice.
Please ensure that your billing details are correctly entered into our system to receive the invoice successfully.
In a few minutes, you will receive an email through which you can download your invoice.
Change invoice details
To modify the details displayed on your invoices, navigate to Settings > General > Project & Billing > Billing section.
In the following window (Edit billing details), you can change:
- The company name
- Tax Number
- Invoicing email
Change the US residency details
If you are a US citizen and need to update your US residency details on invoices, navigate to Settings > General > Project & Billing > Billing section and click on the Change US Residency details button.
In the next step, you'll be able to specify your state and zip code.
Managing your subscription invoices is a crucial aspect of your Tidio account. By learning how to download invoices, change invoice details, and update US residency information, you can maintain accurate billing records and ensure smooth financial operations. Utilize the provided steps to access, modify, and keep track of your invoices effortlessly.