To download a Salesforce invoice, open the Your Account app in your org, select Go To Invoices, open the invoice number and choose Download Invoice. You need the Manage Billing permission or a Your Account permission set; system administrators usually have it. Credit memos download from the same place.
Go To Invoices in the app
- Open the Your Account app and select Go To Invoices on its home page.
- Filter the list if needed and select an invoice number to see its details.
- Select Download Invoice for the PDF.
Credit memos are in the same place and download the same way.
Who can open it
Users need the Manage Billing permission, or one of the Your Account permission sets for managing subscriptions. System administrators usually have access by default; others can be granted it.
Billing contacts
Each Salesforce contract has a billing contact, and that person needs access to the Your Account app to see the contract's invoices. Grant access from the Contract page or through Setup. If your finance team is the billing contact but has no Salesforce licence, this is the step to sort out first.
The Billing Portal
Salesforce also runs a separate Billing Portal where users can view and download invoices, and where billing contacts are added, removed or updated. Billing questions go to Salesforce's billing team by region.
Contracts and renewals
The Your Account app also shows your contracts, which explains what an invoice is for: the products, quantities and term. Keep the contract with the first invoice of each term.
Salesforce invoices reaching finance without a licence
Invoices emailed to the contract's billing contact can be filed by email receipt capture from that inbox as they arrive, credit memos included. Where invoices only live in the Your Account app or Billing Portal, connect a login with billing access and our AI agent signs in after each billing date and downloads them through bill fetching. Subscription tracking shows the contract's renewal date long before the invoice does.
Have receipts like this captured for you
- 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
- 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
- SubscriptionsA subscription tracker that finds every recurring charge on your cards and warns you about free trials and price increases.Learn more
Frequently asked questions
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.
Related guides
More guides like this2 min read
How to download monday.com invoices
Where monday.com admins download invoices, who receives them by email, how to add or change a VAT or tax ID, and what to do if you paid by wire.
2 min read
How to download Asana invoices
Where Asana billing owners and admins download invoices, how to download a full year at once, who receives invoice emails, how sales tax appears, and how US nonprofits request exemption.
2 min read
How to get RingCentral invoices and receipts
Where RingCentral invoices are in the Admin Portal, how receipts arrive by email, what an invoice-billed account receives, and where RingCentral Events billing lives.