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Set Up and Maintain Your Salesforce Organization
View and Download Invoices

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View and Download Invoices

In the Your Account app, you can review and download invoices and credit memos.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Starter, Pro Suite, Professional, Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To use the Your Account app: Manage Billing or the Manage Subscriptions in Your Account: Identity User permission set
  1. On the Your Account app home page, click Go To Invoices.
  2. Review your invoices using the Salesforce Invoices page.
    Invoice list with filters highlighted
  3. Refine your list of invoices with the List views filter.
    Filter invoices with list view
  4. To view invoice details, click an invoice number.
    Invoice detail view
  5. To download and view a PDF of an invoice, click Download Invoice.
 
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