How to find Insightly invoices

Opening Billing & Account

Open the profile menu and select Billing & Account. On that page you can:

• view your history of invoices and payments made;
• review the email addresses invoices are sent to;
• add specific contact or tax information to invoices.

The account owner

Whoever first subscribed to a paid plan becomes the account owner automatically. To hand billing to someone else, select a user from the account owner dropdown on the Billing & Account page and choose Change Account Owner.

What the billing details show

Billing details list the current plan, account status, whether you pay monthly or annually, the per-user price, the number of users and the total charged. That breakdown explains most invoice questions, such as a higher total after users were added.

Removing users

If a deleted user will not be replaced, lowering the user count reduces the monthly cost. The change is visible in billing details and on the following invoices.

Insightly invoices past the owner's inbox

Invoices go to the account owner by email. Check the invoice addresses on Billing & Account, and if finance is not among them, forward the owner's invoice emails to a mailbox that email receipt capture reads. To collect the invoice history directly, connect an administrator login and our AI agent signs in to Billing & Account and downloads the invoices through bill fetching. A subscription charged to a personal card is reimbursed by attaching the invoice to an expense report.