Invoices & Receipts: Download, View, and Share

Need a copy of your invoice or payment receipt? Levi makes it simple to view your billing history, download official invoices, or share them with your accounting team — directly from your dashboard.

💳 Where to Find Your Billing History

  1. Log in to your Levi Dashboard.

  2. Navigate to Settings → Billing → Invoices.

  3. You’ll see a full list of all processed payments — including date, amount, and plan type.

Each line item corresponds to a successful transaction associated with your account.

📄 Step-by-Step: Download Your Invoice

Step

Action

1

Click on any invoice line item in your billing history

2

Select Download Invoice (PDF)

3

The file will automatically save to your computer

4

You can reopen it later or forward it to your accountant

✅ Every PDF invoice includes:

  • Your company name and billing address (if provided)

  • Levi’s tax and payment details

  • Transaction ID and payment method

  • Itemized breakdown of your subscription charges

🧾 Receipts for Individual Transactions

If you need a quick proof of payment without the full invoice:

  1. Go to Settings → Billing → Payments.

  2. Click View Receipt next to the desired transaction.

  3. A digital receipt will open in a new tab.

  4. Copy the URL or click Print → Save as PDF.

💡 Tip: Receipts are lightweight and ideal for quick reference or reimbursement requests.

🧩 Company Billing Details

To ensure invoices display correctly:

  1. Visit Settings → Account → Company Info.

  2. Add or edit the following details:

    • Business Name

    • Tax ID or VAT Number

    • Address and Country

  3. These details will automatically appear on all future invoices.

🧠 Note: Updates only apply to future invoices — previously issued ones remain unchanged for compliance reasons.

📤 Sharing Invoices with Your Finance Team

You can share invoice access safely without exposing your entire account:

Method

Description

Download & Send

Manually download and forward the PDF via email

Team Access

Add your finance manager as a Billing Viewer under Settings → Team

Auto-Email Invoices

Enable monthly invoice emails to a designated accounting inbox

💡 Pro Tip: Use the Billing Viewer role for accountants — they can see invoices but can’t modify plan settings.

🧭 Summary

Step

Goal

Time

1. Find Billing History

Locate your invoices and receipts

2 min

2. Download PDF

Get a copy for records

1 min

3. Update Company Info

Display correct tax details

2 min

4. Share with Team

Provide access for finance

3 min

Total: 8 minutes to manage and share your Levi invoices with confidence.

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