Invoices & Receipts

Access your complete billing history and download invoices for your records.

Accessing Billing History

View All Invoices

1. Go to Settings > Billing
2. Click Billing History
3. View list of all payments

Invoice List

Each entry shows:

• Date of payment
• Amount charged
• Payment status
• Plan/product

Invoice Details

What's Included

Each invoice contains:

Billing Address

If you've added a billing address:

• Company name
• Street address
• City, state, ZIP
• Country

Downloading Invoices

Individual Invoice

1. Go to Billing History
2. Find the invoice
3. Click Download PDF
4. Invoice saves to your device

Bulk Download

Download multiple invoices:

1. Go to Billing History
2. Select invoices (checkboxes)
3. Click Download Selected
4. Receive as ZIP file

Email Invoices

Forward invoices to email:

1. Open invoice detail
2. Click Email Invoice
3. Enter email address
4. Invoice sent as PDF attachment

Invoice Status

Status Types

Failed Invoices

If an invoice shows failed:

1. Check payment method
2. Update card if needed
3. Retry payment
4. Contact support if issues persist

Receipts

Automatic Receipts

After each successful payment:

• Email sent automatically
• PDF attached
• Stored in billing history

Receipt vs Invoice

• Receipt: Proof of payment made
• Invoice: Request for payment

For subscriptions, you receive receipts after payment.

Tax Information

Tax ID (VAT/GST)

Add your tax ID for invoices:

1. Go to Settings > Billing
2. Click Billing Details
3. Enter Tax ID
4. Save changes

Tax ID appears on future invoices.

Tax Receipts

For tax purposes, invoices include:

• Transaction date
• Amount in USD
• Tax (if applicable)
• Company details

Tax Deductibility

Trading journal subscriptions may be tax-deductible as a business expense. Consult your tax advisor.

Company Billing

Adding Company Details

For business accounts:

1. Go to Settings > Billing
2. Click Billing Details
3. Add:
   • Company name
   • Billing address
   • Tax ID
4. Save changes

Purchase Orders

For enterprise customers:

• Email [email protected]
• Include PO number
• Request invoice payment terms

Billing History Retention

How Long Kept

• All invoices: Indefinitely
• While account active: Full history
• After account closure: 7 years

Data Export

Export billing history:

1. Go to Billing History
2. Click Export
3. Choose CSV or PDF
4. Download complete history

Common Questions

Where's my receipt?

Check your email (including spam). Also available in Settings > Billing > Billing History.

Can I get an invoice before paying?

For enterprise customers, yes. Contact [email protected].

Can I change company name on past invoices?

Past invoices cannot be modified. Future invoices will use updated details.

I need a receipt for expense report

Download PDF from Billing History. Includes all info for reimbursement.

Invoice shows wrong amount

Contact support immediately. We'll investigate and correct if needed.

Can I get monthly invoices for annual plan?

Annual plans are billed once. Contact support for specific requirements.

Refunds

Refund Policy

• 14-day money-back guarantee
• Full refund if not satisfied
• Prorated refunds for annual (case by case)

Requesting Refund

1. Contact [email protected]
2. Include account email
3. Reason for refund (helps us improve)
4. Processed within 5-7 business days

Refund Status

Check refund status in Billing History. Shows as "Refunded" when processed.

Next Steps

• Payment Methods - Manage cards
• Plans Overview - Compare plans
• Data Export - Export your data