How to get a ClickFunnels invoice

What these invoices cover

Paid Invoices reflect only your ClickFunnels membership charges, and they serve as proof of payment for accounting, tax or billing history. Invoices for sales your customers make through your funnels are a separate feature with their own help article. Keep the two apart: one is a cost of running the business, the other is revenue.

On ClickFunnels Classic

Accounts still on the Classic dashboard use a different route. Hover over your profile icon at the top right, click Account Settings, then Account Billing on the left, and select the Invoice History tab. Clicking an invoice opens it in a new browser tab, where you can save it as a PDF or print it for the files.

Adding company information

In Classic, open any paid invoice from Invoice History, click Invoice Details, update the information and click Save Details. You can then download past invoices with the new details, and future invoices carry them too. You need at least one paid invoice before this option exists. Typical additions are the legal business name, the address and the tax number your accountant asks for.

ClickFunnels invoice lookup

Paid Invoices inside View Subscription is the lookup on the current platform; Invoice History is the Classic one. If you cannot tell which version you are on, the left-hand Workspace Settings menu means the current one, and a profile drop-down at the top right means Classic.

ClickFunnels membership invoices, apart from funnel sales

Marketers paying ClickFunnels monthly often find the membership invoice buried among order emails from their own funnels. Our AI agent signs in to the Customer Center with your login and saves each Paid Invoices PDF through bill fetching, keeping it out of the sales pile. A membership paid on a personal card fits an expense report, and the year's plan cost belongs in your tax receipts.