How to Retrieve Invoices

As an Account Owner, you can easily view, download, and manage all of your past invoices and billing history through the Filenote AI Billing Portal.

Note: Invoices are automatically sent to the account owner and any requested billing emails each billing cycle.

Instructions

1. Navigate to the Client Portal: Click Client Portal, or go to filenote.ai and scroll to the very bottom of the page and click on the Client Portal link located in the footer.

2. Log In: Enter the email address specifically associated with your Account Owner profile.

3. View Invoices: Once logged in, you will automatically be directed to the Billing Portal, where you can access your complete billing history and download any required invoices.

Note: For security and privacy, access to invoices and the Billing Portal is restricted to the designated Account Owner. If you log in and cannot view the billing section, you will need to request the invoices from your team's current Account Owner.