Viewing and downloading invoices
This article shows you where to find past Dailybot invoices, download PDF copies for accounting, and understand the main fields on each document.
Before you begin
- You need Organization admin access (or another role your account exposes for billing).
- Know which workspace you bill if you manage more than one.
Steps
- Sign in to the Dailybot web app and open Organization or Billing.
- Open Invoices, Billing history, or Payments — the tab that lists past charges.
- Locate the invoice by date or invoice number and select it to open details in the browser.
- Choose Download PDF or Download invoice to save a copy for your records or AP portal.
- Open the PDF and verify bill-to company name, tax ID if shown, line items (seats, plan tier, period), amount, currency, and payment status (paid, open, void).
- Note the service period or subscription interval covered — finance often needs this for accruals.
- If your process requires a PO number on the PDF and it is missing, update billing profile fields if available, or annotate your internal copy per company policy.
- For email delivery, confirm which address receives receipts in Billing email and add accounts-payable if needed.
- If an invoice is missing, check spam filters and the same billing section for resend or receipt links; contact support with the charge date and last four digits of the card if you still cannot locate it.
Invoice details explained
| Field | What it usually means |
|---|---|
| Invoice number | Unique ID for accounting references and support tickets. |
| Issue date | When the invoice was generated. |
| Due date | When payment was or will be collected (card charges may show as paid immediately). |
| Line items | Plan name, seat count, add-ons, and the billing period they cover. |
| Subtotal / tax | Tax depends on your address and entity; some invoices show tax-exempt notes. |
| Total | Amount charged or due in the invoice currency. |
Exact layout varies by payment processor and region; use the PDF as the source of truth for your books.
What to expect after
You can attach downloaded PDFs to expense systems or forward them internally. Future invoices continue to appear in the same list after each successful charge. For how seats and renewals work, read How billing works.