Invoices & Receipts: Download, View, and Share
Need a copy of your invoice or payment receipt? Levi makes it simple to view your billing history, download official invoices, or share them with your accounting team — directly from your dashboard.
💳 Where to Find Your Billing History
Log in to your Levi Dashboard.
Navigate to Settings → Billing → Invoices.
You’ll see a full list of all processed payments — including date, amount, and plan type.
Each line item corresponds to a successful transaction associated with your account.
📄 Step-by-Step: Download Your Invoice
Step | Action |
|---|---|
1 | Click on any invoice line item in your billing history |
2 | Select Download Invoice (PDF) |
3 | The file will automatically save to your computer |
4 | You can reopen it later or forward it to your accountant |
✅ Every PDF invoice includes:
Your company name and billing address (if provided)
Levi’s tax and payment details
Transaction ID and payment method
Itemized breakdown of your subscription charges
🧾 Receipts for Individual Transactions
If you need a quick proof of payment without the full invoice:
Go to Settings → Billing → Payments.
Click View Receipt next to the desired transaction.
A digital receipt will open in a new tab.
Copy the URL or click Print → Save as PDF.
💡 Tip: Receipts are lightweight and ideal for quick reference or reimbursement requests.
🧩 Company Billing Details
To ensure invoices display correctly:
Visit Settings → Account → Company Info.
Add or edit the following details:
Business Name
Tax ID or VAT Number
Address and Country
These details will automatically appear on all future invoices.
🧠 Note: Updates only apply to future invoices — previously issued ones remain unchanged for compliance reasons.
📤 Sharing Invoices with Your Finance Team
You can share invoice access safely without exposing your entire account:
Method | Description |
|---|---|
Download & Send | Manually download and forward the PDF via email |
Team Access | Add your finance manager as a Billing Viewer under Settings → Team |
Auto-Email Invoices | Enable monthly invoice emails to a designated accounting inbox |
💡 Pro Tip: Use the Billing Viewer role for accountants — they can see invoices but can’t modify plan settings.
🧭 Summary
Step | Goal | Time |
|---|---|---|
1. Find Billing History | Locate your invoices and receipts | 2 min |
2. Download PDF | Get a copy for records | 1 min |
3. Update Company Info | Display correct tax details | 2 min |
4. Share with Team | Provide access for finance | 3 min |
Total: 8 minutes to manage and share your Levi invoices with confidence.