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- How to download Zendesk Sell invoices
How to download Zendesk Sell invoices
Founder & CEO, Smartbills
2 min read
Zendesk Sell is billed through Zendesk Admin Center, like other Zendesk products. Older legacy accounts still keep billing inside Sell's own settings. Either way you need admin rights.
Current accounts: Admin Center
- In Admin Center, select Account, then Billing, then Invoices.
- Select an invoice number to open it.
- Select Download PDF.
Account owners and billing admins can view and download invoices. Card details and billing information are updated in Admin Center too.
Legacy accounts
On a legacy Sell account, billing information and recent invoices are under Settings, Upgrade, Billing inside Sell.
Seat changes and the invoice
Plans created after July 1, 2020 manage seats in Admin Center under Account, Billing, Subscription. Upgrades take effect immediately with a prorated charge for the rest of the cycle; downgrades take effect when the current billing period ends. Deleting a user does not stop the charge by itself: lower the seat count as well, and billing for that seat stops.
Sell Voice credit
Calls and texts in Sell are paid from prepaid Voice credit, bought by card. Only administrators can recharge it. Usage is under Settings, Communication Channels, Voice and Text, on the Logs and Billing tab, where the Call Log lists each call's price in USD.
Zendesk Sell invoices filed with the rest of Zendesk
Add finance to Zendesk's invoice recipients and email receipt capture files the Sell invoice from the mailbox along with any other Zendesk product you pay for. For the PDFs straight from Admin Center, or from Settings, Upgrade, Billing on a legacy account, connect a billing admin login and our AI agent signs in and downloads them through bill fetching. A sales rep who tops up Voice credit on their own card claims it on 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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