Managing invoices

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<p id="docs-hc-snippet" style="display: none;">Invoices for most Zendesk products are managed inAdmin Center. This article describes how to use Admin Center to view and download invoices for your Zendesk account, change the invoice address, and add or remove invoice recipients. For more information on billing, seeBilling FAQ and resources.</p>
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You can view and download invoices, update your business or invoice address, and manage who receives invoices for your account. Only account owners and billing admins have access to these billing tasks. Adding invoice recipients doesn't require an agent seat, allowing you to ensure the right people, like your Finance team, get invoice copies each billing cycle.
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<div class="note fastpath">
<span class="fastpathtitle">Location: </span> <span class="ph">Admin Center &gt; Account &gt; Billing &gt; Invoices</span>
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<p class="p">Invoices for most Zendesk products are managed in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>. This article describes how to use Admin
Center to view and download invoices for your Zendesk account, change the invoice address, and
add or remove invoice recipients. For more information on billing, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408839289498" target="_blank">Billing FAQ and resources</a>.</p>
<p class="p">You must be the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408822084634" target="_blank">account owner</a> or a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838125082" target="_blank">billing admin</a> to perform these tasks. If you are an administrator,
agent, or another individual (for example, an accountant) without access to Zendesk invoices,
ask the account owner or a billing admin for help. For example, the account owner can download
an invoice and email it to you. The owner can also add you to the list of invoice recipients. </p>
<p class="p">This article contains the following topics: </p>
<ul class="ul" id="topic_onl_22l_mbb__ul_f3g_kjh_zgb">
<li class="li"><a class="xref" href="#topic_erf_fcr_mbb">Viewing invoices</a></li>
<li class="li"><a class="xref" href="#topic_vrc_zt3_zgb">Changing the invoice address</a></li>
<li class="li"><a class="xref" href="#topic_nqc_yt3_zgb">Adding or removing invoice recipients</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_erf_fcr_mbb">
<h2 class="title topictitle2" id="ariaid-title2">Viewing invoices</h2>
<div class="body">
<p class="p">All account owners and billing admins can view and download invoices for their Zendesk
account. </p>
<p class="p"><strong class="ph b">To view invoices</strong></p>
<ol class="ol" id="topic_erf_fcr_mbb__ol_abq_zkh_zgb">
<li class="li" dir="ltr">
<span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_erf_fcr_mbb__image_pdd_lfc_ksb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_account_icon.png">
<strong class="ph b">Account</strong> in the sidebar, then select <strong class="ph b">Billing &gt; Invoices</strong>.</span><p class="p">An <strong class="ph b">Invoices</strong> page appears with a list of your latest invoices. </p>
<p class="p"><img class="image img-screenshot" id="topic_erf_fcr_mbb__image_adh_xdc_wnb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_account_invoices_list.png" width="600"></p>
<p class="p">The invoice
list includes the invoice date, invoice number, invoice amount, and due date. It also
includes the payment status for each invoice. Payment status can be Paid, Unpaid,
Partially paid, Processed, or Refunded.</p>
</li>
<li class="li">Click an invoice number to view invoice details.<p class="p"><img class="image img-screenshot" id="topic_erf_fcr_mbb__image_w12_xwz_2kc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_account_invoices_details.png" width="600"></p>
<p class="p">Invoice
details include all transactions associated with an invoice, including payments, credit
memos, refunds, and write-offs. Each transaction listed includes the transaction type,
status, applied amount, and the remaining invoice balance after each
transaction.</p>
</li>
<li class="li">Click <strong class="ph b">Download PDF</strong> to download a copy of the invoice. <p class="p">Payment instructions are
included on the invoice, including Zendesk wire transfer details. </p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_vrc_zt3_zgb">
<h2 class="title topictitle2" id="ariaid-title3">Changing the invoice address</h2>
<div class="body">
<p class="p">The <em class="ph i">business details</em> address (also known as the "sold to" address) on your Zendesk
account is the address where your business is physically located. If your business
relocates, account owners and billing admins can update this address. If you aren't using
electronic payments, your business details address is the same as your invoice address. All
invoices will be sent to this address.</p>
<p class="p">For existing customers on electronic payment, you can have an <em class="ph i">invoice address</em> (also
known as the "bill to" address) that is separate from the business details address. The
invoice address specifies where invoices should be sent for payment.</p>
<p class="p"><strong class="ph b">To change the business details address</strong></p>
<ol class="ol" id="topic_vrc_zt3_zgb__ol_cx1_qqr_kbc">
<li class="li" dir="ltr"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_account_icon.png">
<strong class="ph b">Account</strong> in the sidebar, then select <strong class="ph b">Billing &gt; Payment</strong>.</span></li>
<li class="li">Under <strong class="ph b">Business details</strong>, click <strong class="ph b">Edit</strong>.<p class="p">You can have only one <strong class="ph b">Business
details</strong> address for your account. </p>
</li>
<li class="li">
<strong class="ph b">Save</strong> your changes.</li>
</ol>
<p class="p"><strong class="ph b">To change the invoice address</strong></p>
<ol class="ol" id="topic_vrc_zt3_zgb__ol_wrc_zt3_zgb">
<li class="li" dir="ltr"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_account_icon.png">
<strong class="ph b">Account</strong> in the sidebar, then select <strong class="ph b">Billing &gt; Payment</strong>.</span></li>
<li class="li">Under <strong class="ph b">Payment method</strong>, click <strong class="ph b">Edit</strong>.</li>
<li class="li">Enter your payment details and address. <p class="p">Any information you change will appear on all
invoices moving forward. Invoices issued before the update will not change.</p>
</li>
<li class="li">
<strong class="ph b">Save</strong> your changes.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_nqc_yt3_zgb">
<h2 class="title topictitle2" id="ariaid-title4">Adding or removing invoice recipients</h2>
<div class="body">
<p class="p">Account owners and billing admins can edit the list of users who receive invoices for every
billing cycle. For example, an account owner may want to make sure the Finance department at
their company receives a copy of each invoice. Adding a user to receive invoices does not
require the use of an agent seat. </p>
<p class="p"><strong class="ph b">To change invoice recipients</strong></p>
<ol class="ol" id="topic_nqc_yt3_zgb__ol_oqc_yt3_zgb">
<li class="li" dir="ltr">
<span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_nqc_yt3_zgb__image_pdd_lfc_ksb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_account_icon.png">
<strong class="ph b">Account</strong> in the sidebar, then select <strong class="ph b">Billing &gt; Invoices</strong>.</span><p class="p">A <strong class="ph b">Recent Invoices</strong> page appears with a list of your latest invoices. It also
includes your current invoice address and the names and email addresses of everyone who
receives a copy of invoices for your Zendesk account. </p>
</li>
<li class="li">To update a recipient, click the <strong class="ph b">Recipients</strong> tab, then click <strong class="ph b">Edit</strong>.</li>
<li class="li">To add a recipient, click <strong class="ph b">Add new.</strong>
</li>
<li class="li">Enter the recipient's name and email address, then click <strong class="ph b">Save</strong>.</li>
<li class="li">To remove a recipient, click <strong class="ph b">X</strong> next to the name of the recipient, then click
<strong class="ph b">Save</strong>.</li>
</ol>
</div>
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