Download invoices and open the billing portal

The twelve most recent payments your workspace has made sit in Recent invoices on Settings > Billing, and the PDF link on a row downloads that invoice. Underneath the table, Open the billing portal takes you to Dodo Payments, our payment provider, where your saved card lives.

Who can do this

Workspace admins only. Managers and Members can't reach the billing page or the invoice files.

Download an invoice

1. Open Settings > Billing and scroll to Recent invoices. The twelve most recent payments are listed, newest first.

   

2. Find the row you want by Date and Amount. The Status badge tells you where that payment stands. It prints in lowercase, as paid, open, void or refunded.

3. Click PDF on that row. On a current invoice the link reads Preparing... for a moment while we fetch the file, then the PDF saves to your downloads. Older rows point at a stored copy and download straight away.

Charges from before we moved payment providers carry a View link as well, which opens the older hosted copy in a new tab. Anything billed since then is PDF only.

The address printed on each invoice is whatever was saved in the billing address card at the time the payment went through. Get that right before a renewal, not after.

Open the billing portal

1. Scroll past the invoice table to Open the billing portal and click it. It opens in a new tab.

2. Manage your saved card there, or read the provider's own record of what you've been charged.

The link only shows while a live card subscription is running. A Free workspace has nothing to hand the portal. Neither does a card-free trial, or a plan we bill by invoice outside the app. Plan and seat changes aren't in the portal on purpose either, so switching plan and buying seats both stay on the billing page.

Update your card after a failed payment

A failed renewal puts a red Your last payment failed. alert at the top of the billing page, with an Update payment method button beside it. That button skips the general portal and goes straight to the card form. Paying there settles what's outstanding and puts the subscription back to normal in one step. Take that route instead of editing the card inside the portal.

Leave it too long and the workspace is suspended: sending, inviting and bulk sending stop until the payment clears.

If something goes wrong

• "No invoices yet." Nothing has been charged to this workspace. A card-free trial produces no invoices.
• No PDF link on a row. That payment has no invoice document behind it.
• "We couldn't download that invoice. Please try again." The file couldn't be fetched. Wait a moment and click PDF again.
• The portal tab opened blank. A popup blocker got in the way. Allow popups for the app and click the link again.
• There's no Billing tab under Settings. The tab is hidden for anyone who isn't an admin.