Quick Links
Step-by-Step Guide
1️⃣Click 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.
2️⃣In your "Account Settings", navigate to the "Billing" tab which contains details regarding your current billing plan, payment method, and billing email. Here, you can update your credit card details, and view and download your invoices.
3️⃣Under "Invoice History", you'll see two buttons.
The first looks like a download icon and lets you view a CSV breakdown of your invoice (learn more here).
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.
4️⃣ In your new window, you'll have options to Download Invoice and Download Receipt, both as PDF files.
Invoice Breakdown By Accounts
If you're on a Growth or Premium 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.
Discover more about the fees on your invoices from this article here.
Once all invoices, receipts, and CSV files are downloaded, make sure to save these files in a discoverable folder on your desktop and/or other devices!
Article last updated April 2024. If you find this information to be out of date, please contact hello@perpetua.io.