Here's a quick guide on how to navigate our app to view and download Perpetua invoices and receipts along with a short invoice breakdown.
Step-by-Step Guide on How to View Invoices and Download Receipts
Click on your Account Name. In the menu that appears, you'll see a gear icon next to your account name. Click on the icon to open your Settings page.
In your Settings page, you'll see a box on the left which contains details regarding your current billing plan, payment method, and billing email. If you click into the Billing tab, this is where you can view and download your invoices.
Under your Invoice History, you'll see two buttons. The first looks like a download icon and lets you view a CSV breakdown of your invoice (more information in the section below). The second looks like a pop-out window icon and lets you view and download the invoice. Clicking on it will open a new window.
In your new window, you'll have options to Download Invoice and Download Receipt, both as PDF files.
If you're on a Pro or Enterprise plan and want to see a breakdown of ad spend by account along with any additional fees, go back into your Settings and click the download button in your Invoice History. This will give you access to your CSV file.
Once all invoices, receipts, and CSV files are downloaded, make sure to save these files in discoverable folder on your desktop and/or other devices!
Article last updated December 2022. If you find this information to be out of date, please contact firstname.lastname@example.org.