Invoice history and downloads

Looking for an invoice? Instead of searching through your emails, you can easily find it in your Proposify account. Simply navigate to Settings in the left-hand menu and click on Billing to access the billing overview page, then scroll down to the Invoice History section.
 

Once you've found the appropriate invoice, select the download PDF icon:

The invoice will appear in your downloads folder (depending on your settings) after the download completes.
 

Change Your Invoice Email

Although you've signed up for Proposify, you might not be the right person to receive the invoices. Here's how you can set the system up to send invoices directly to the appropriate recipient, without needing to act as the middle person. The recipient does not need a Proposify account to receive the invoices.

Below the billing information section, you'll see who the current billing contact is. This is who will receive the invoices. To change the contact, click Change Billing Contact.

This will open a pop-up where you can add the proper email address for your billing contact. Don't forget to click Save to confirm your changes.

That's it! All your future invoices will go to that address.

 Can't See the Billing Page?

The Billing overview page is only accessible to the account owner to ensure consistency and prevent unauthorized changes. If you are unable to view these settings, the account owner can be identified on the Users page, where their profile will be labelled with the "Account Owner" tag.

Need Help? Use the in-app chat or this form to get in touch with our support team.