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How to download Attio invoices

By

Founder & CEO, Smartbills

2 min read

Attio

To download an Attio invoice, select your workspace name, then Workspace settings and Billing, scroll to History and select the download icon beside the invoice. Only workspace admins can see billing, and each workspace is billed on its own. Annual renewals can be previewed 90 days ahead.

Downloading an Attio invoice

  1. Select your workspace name, then Workspace settings.
  2. Select Billing in the sidebar.
  3. Scroll to the History section.
  4. Select the download icon to the right of an invoice for the PDF.

Previewing an annual renewal

On an annual plan, select the eye icon next to the upcoming invoice to preview it. The preview opens up to 90 days before renewal, which gives finance time to check the seat count before the charge.

Billing email, company name and VAT number

Under Billing details on the same page, select the pencil icon next to Address to edit the billing email (where invoices are sent), the company name, the billing address and the VAT number. To change the billing country, email support@attio.com.

How seats show up on invoices

Attio bills per seat, and every active member or pending invite takes one, used or not. Charges are made at the start of each billing interval. Upgrades are billed pro rata immediately; downgrades take effect at renewal. Switching from monthly to annual credits the unused part of the monthly payment toward the annual plan. Attio bills in USD, GBP or EUR.

Failed card payments

Attio takes card payments. If a charge fails, a banner shows the reason with a Retry payment button, and Attio also retries in the background.

Attio invoices filed as they are issued

Set the billing email to a mailbox email receipt capture reads and every Attio invoice is filed when it is sent, VAT line included. For the PDFs in History, connect an admin login and our AI agent signs in to Workspace settings, Billing and downloads them through bill fetching, one workspace after another if you run several. A founder who put Attio on a personal card is repaid through an expense report.

Have receipts like this captured for you

Frequently asked questions

Workspace settings, Billing, then the History section. Select the download icon for the PDF.

Workspace admins. Only admins can manage billing and payments.

Under Billing details on the Billing page, select the pencil icon next to Address and enter the VAT number.

Sources

Steps checked against these pages on the date above. Menus change; if a label differs, the page linked here is the one to trust.

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