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- How to download Attio invoices
How to download Attio invoices
Founder & CEO, Smartbills
2 min read
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
- Select your workspace name, then Workspace settings.
- Select Billing in the sidebar.
- Scroll to the History section.
- 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
- Bill fetchingInvoices that only live on vendor portals, downloaded on a schedule and passed to accounts payable while there's still time to approve them.Learn more
- Email receipt captureConnect Gmail, Outlook, Zoho Mail or IMAP. Automatically collect receipts and invoices from the folders you choose, including Archive and Spam.Learn more
- Expense reportsExpense report software that attaches the receipts for you, works out mileage, routes the approval and shows each employee when they'll be paid back.Learn more
Frequently asked questions
Sources
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