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Billing, Invoices & Payment Gateways Beginner

Viewing, Downloading & Saving Tax-Compliant PDF Invoices

Updated 2026-08-14 3 min read

How to view open invoices, download itemized tax PDF receipts, and print payment history.

Manage accounting and official tax documents effortlessly inside your dashboard.

1. Accessing Invoice History

Navigate to Billing > My Invoices to view a complete listing of Paid, Unpaid, and Refunded invoices.

2. Viewing Itemized Charges

Click on any invoice number to view line-item descriptions, tax breakdowns, applied discounts, and payment transaction IDs.

3. Downloading PDF Receipts

Click Download PDF to save official tax-compliant PDF invoices for accounting and company expense reporting.

Implementation Steps

1

Open Billing > My Invoices in Portal

Log into your Client Portal and select Billing > My Invoices.
2

Click Invoice Number to Inspect Breakdown

Select an invoice to view itemized charges and tax breakdown.
3

Click Download PDF to Save Tax Receipt

Save official PDF receipt to your local computer.