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How to get a Freshdesk invoice

By

Founder & CEO, Smartbills

2 min read

Freshdesk

Freshdesk invoices are under Admin, then Plans and Billing. Click View Invoices on your current subscription plan card to view and download them. Only account admins can open the Plans & Billing page, and Freshdesk also emails each invoice to your registered address on every billing cycle.

The invoice email address

Invoices go automatically to the registered billing email. To change it, enter the new address in the right-hand pane of Plans and Billing and click Update. Only one address fits in that field, which is why many teams use a shared accounts mailbox. A copy is also emailed after each paid purchase.

Paying by bank transfer or PayPal

Freshdesk accepts credit cards, bank transfer and PayPal. The portal shows invoices only for online payments made with a card registered on the account. Accounts that pay by bank transfer or PayPal will not see them there and need to ask Freshdesk support for copies. PayPal payment requires a PayPal business ID, and offline payers also contact billing@freshworks.com to add agents.

Billing cycle, date and currency

Freshdesk bills monthly, quarterly, half-yearly or annually. The billing date follows the date you subscribed, and moving it takes an email to billing@freshworks.com. After an upgrade, the currency is fixed and cannot be changed from Plans and Billing. Subscription prices exclude taxes unless stated otherwise. The subscription details also list an Auto-recharge subscription setting among the items you can manage.

Invoices across Freshworks products

If your company runs several Freshworks products, open Subscriptions from the product switcher to reach My Subscription. Each subscription's Subscription Summary lists its invoices with pending amounts and due dates, the download option sits under Actions, and invoices can also be viewed across all subscriptions at once.

Freshdesk invoices in the accounts mailbox

Freshdesk accepts only one billing email. Make it an address Smartbills reads and email receipt capture picks up each cycle's invoice. Earlier invoices stay in Plans and Billing, where our AI agent signs in as an admin and saves them through bill fetching. Support desk seats are a business expense for your tax receipts.

Have receipts like this captured for you

Frequently asked questions

Yes. Admins go to Admin, Plans and Billing and click View Invoices on the current plan card. Multi-product accounts can also use My Subscription in the Freshworks switcher.

Either you aren't an account admin, or the account pays offline by bank transfer or PayPal. Offline payers request invoices from Freshdesk support.

No. The billing email field takes one address. Use a shared mailbox if several people need the invoices.

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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