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Learn how to view, download, and bulk export invoices and receipts. Find what’s included, who has access, and how to resend expired bulk download links.


Important: For security purposes, invoices and receipts are only available to company account owners and admins with either full or finance-only permissions. Team members without these permissions won’t see these documents in their transaction history.



How do I get invoices and receipts?

Your transaction history has two tabs for filtering and downloading financial records:

  • Payments (default tab): Shows all payments and refunds
  • Charges: Shows all charges, fees, and taxes

From the Payments tab (for receipts)

  1. Go to Reports > Transaction history
  2. You’ll land on the Payments tab by default
  3. Click any row to open a detailed slider view of that payment or refund
  4. Use the options inside the slider to:

    • Click Download PDF to get a payment summary and receipt, OR
    • Click the receipt icon in the table to download a single receipt

From the Charges tab (for invoices)

  1. Switch to the Charges tab at the top of the transaction history page
  2. Click any charge to open its summary
  3. Inside the summary slider:

    • Click Download PDF to get a breakdown of the charge and any associated payments, OR
    • Click the invoice icon next to a specific charge to download just that invoice


How do I bulk download invoices and receipts?

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

  • Small requests: Most files process within 30 seconds. They will appear in your computer’s downloads folder
  • Large requests: Larger downloads may take up to two hours. When ready, a link to a ZIP file will be sent to your email and remain active for 72 hours
  • Errors: If you select too many invoices or receipts, reduce your request size and try again. The CSV limit is 1,000 transactions, and the PDF limit is 2,000

To download bulk invoices and receipts

  1. Go to Reports > Transaction history
  2. Choose the Payments tab for receipts or the Charges tab for invoices
  3. Apply any filters you want
  4. Choose Select download dropdown
  5. 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?

Receipts (from Payments tab)

  • Payment date
  • Payment method (Visa, PayPal, etc.)
  • Total payment amount
  • Charges covered, including type, related contract, freelancer/agency, and amount
  • Breakdown of fees and taxes

Invoices (from Charges tab)

  • Breakdown of fees, hours, taxes
  • Linked payment method (if applicable)

Invoices and receipts also show contact details for both you and your freelancer, including:

  • Company name
  • Tax residence (edit under Settings > Tax information)
  • Company owner’s name
  • VAT number (if any)
  • Freelancer’s verified name and invoicing address (if provided)

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