GoTo invoices are under Billing, Invoices in GoTo Admin. Choose the Open invoices or Paid invoices tab, then select PDF at the far right of an invoice to download it. You need the Modify billing system role, or a custom role with the View and download invoices permission. GoTo also emails you when a new invoice is issued.
GoTo Admin or GoTo Admin Classic
The steps depend on your billing portal. GoTo's support site explains how to tell them apart and links each set of steps from the same article. In GoTo Admin Classic, you need a super admin role or a custom role with access and pay invoices permissions.
Downloading in GoTo Admin
- Sign in to GoTo Admin and go to Billing, then Invoices.
- Pick Open invoices for unpaid or partly paid ones, or Paid invoices.
- Click the view icon to open an invoice in a new window, or PDF to download it.
- If you are billed by usage, TIB downloads a Truth-in-Billing XLS file listing each charged call or message.
Each invoice shows the invoice number, customer and account IDs, issue and due dates, the bill-to name and address, and every subscription and add-on with its billing period. The invoice language can be changed in account settings.
Downloading in GoTo Admin Classic
Go to Billing, Invoices and select View, then Download for the PDF. Depending on your plan, the menu at the far right also offers a CSV of the invoice, Billed call details and Device details. Customers in Brazil get a Boleto and a Nota Fiscal de Serviços from the same menu.
Paying and autopay
With autopay on and an electronic payment method saved, new invoices are paid automatically with the default method. If autopay is off or every attempt failed, open Open invoices and select Pay Now in GoTo Admin, or View and then Pay balance in Classic. Check and wire details are on the last page of eligible invoices. An autopaid invoice is still issued every cycle, and that PDF is your record of the charge.
GoTo invoices and usage files together
Usage charges on a GoTo bill only make sense next to the TIB or call detail file. Connect a billing admin login and our AI agent downloads each new PDF from Billing with bill fetching. Invoice notification emails can go to email receipt capture, and the sales tax and fees on each invoice stay available for your tax receipts.
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
- Tax receiptsA tax receipt organizer that sorts medical, childcare, donation and tuition receipts by category as they come in and keeps a running total all year.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.
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