Managing your invoices is an important part of keeping track of your organization's expenses. This guide will walk you through the process of viewing and downloading your invoices using our Stripe customer portal.
Viewing Your Invoices
Access Account Management: Go to the "Settings" menu on the left-hand main menu and select "Account Management."
Manage Subscription and Billing: Click on the "Manage subscription and billing" button. You will be redirected to the customer portal hosted by Stripe.
Login to Stripe Customer Portal: The user who originally signed up for the trial needs to manage the organization’s subscription and billing. Input the primary user's email address into the Stripe customer portal. A login link will be sent to that email address. Click the link to access the portal.
View Invoices: On the home page of the Stripe customer portal, you will find a section where you can view your invoices.
Download Invoices: You can view and download historic invoices directly from this page for your records and accounting purposes.
Important Notes
Primary User Requirement: Only the email of the user who originally signed up for the trial can access the customer portal. If you need to change the primary user on the account, please reach out to support.
Invoice Records: Ensure you regularly download and store your invoices for accurate record-keeping and financial management.
Security: All invoice information is securely managed within the Stripe customer portal.
Support
Help Center: Access the Help Center from the menu for articles and FAQs.
Customer Support: If you need further assistance or need to change the primary user on the account, contact our support team via the chat widget on the bottom right corner of the screen or email us at [email protected].
Viewing and downloading your invoices in oboloo is designed to be simple and secure. Keeping track of your invoices helps maintain accurate financial records for your organization. If you have any questions or need assistance, our support team is here to help.