Invoices and transactions

Want to see the old transaction history again?

To help everyone adapt to the changes, you can toggle between the old and new version through April 30, 2025.

Get an official invoice or receipt

To help you focus on getting your projects done, we try to make tasks like record keeping as easy as possible. All billings and payments on your Transaction history have official invoices and receipts that you can download or print for record-keeping purposes.

Invoices are for record-keeping purposes only. The finance system charges your billing method automatically whenever you have a balance due.

To access individual invoices, follow these steps:

1. Go to Reports > Transaction history
2. Select the transaction row to see the transaction summary in the slideout, which will display all charges and payments related to that transaction
3. To download both the transaction summary and the individual PDFs for each charge and payment, choose Download PDF
4. To download an invoice or receipt for a specific charge or payment on the summary, choose the download icon in the invoice or receipt columns

Bulk download invoices and receipts

The way we process your bulk invoice downloads depends on how many invoices are in your request:

• Small requests: Most bulk invoice downloads process within 30 seconds. The files will appear in your computer’s downloads folder
• Large requests: Larger downloads may take up to two hours to process. When ready, a link to a ZIP file will be sent to your account email and will remain active for 72 hours. Notifications will also appear on Upwork
• Errors: If you select too many invoices, reduce your request size using filters, such as date range or transaction type, and try again.

To download bulk invoices and receipts:

1. Go to Reports > Transaction history
2. Apply any filters you want to use to refine the list of transactions. Options include dates, transaction types, by freelancer, and by contract
3. Choose the Select download dropdown
4. Choose a CSV file, which shows a summary of transactions, or PDFs, which will generate separate PDFs for each transaction in one zip file.

What’s included on invoices and receipts

A transaction summary shows each part of the transaction, including charges and related taxes, to simplify reconciliation. Your payments that applied to the transaction will show at the bottom of the summary in the receipt section.

• You can open an invoice or receipt for a specific line item by choosing the download icon in the Invoice or Receipt columns
• All applicable fees will be displayed, including the Marketplace Fee and one-time Contract Initiation Fee, for example. If you have an active Upwork Payroll contract you’ll also see your payroll service fee listed
• Any applicable taxes that apply to your transaction
• If you make a bulk payment that applies to more than one transaction, you’ll see the amount that applied to the transaction you’re viewing and the total payment

Escrow balance and transactions for fixed-price contracts is available on a separate page for clearer tracking, but you can access this page from your transaction summary. Select the View escrow funds link in the description column of the charge for the freelancer’s work. Learn more.

Contact information for you and your freelancer will display on all invoices and receipts, including the transaction summary and line item invoices. This information includes:

• Your company name
• Your company tax residence. You can update this under Settings > Tax information to ensure accuracy
• Your company owner’s name
• Your company’s VAT number (if applicable)
• The freelancer’s verified name, and optionally, their invoicing address

Frequently Asked Questions