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How to download Zendesk Sell invoices

By

Founder & CEO, Smartbills

2 min read

Zendesk

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

  1. In Admin Center, select Account, then Billing, then Invoices.
  2. Select an invoice number to open it.
  3. 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

Frequently asked questions

Admin Center, Account, Billing, Invoices. Legacy accounts use Settings, Upgrade, Billing inside Sell.

Only once you also reduce the seat count. Downgrades take effect at the end of the billing period.

Settings, Communication Channels, Voice and Text, on the Logs and Billing tab.

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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