Help Scout invoices are on the Your Plan page. Click your avatar or initials at the top right, choose Your Plan, open the Invoices tab in the sidebar, and click View to see one in a pop-up or Download for a PDF. Help Scout also emails an invoice each month to the Account Owner and the Billing Contact whenever an amount is due.
Who manages billing
The Account Owner and anyone with the Manage billing and plan changes permission can change the subscription and the payment method. The Account Owner can also view or download a $0 invoice from the Invoices page.
Billing contact and company details
On the Your Plan page, click Edit next to Contact Details to change the billing contact, the billing address or the company information. An invoice keeps the details that were set when it was generated. Once billing has run, Help Scout cannot change that invoice, and the update only reaches the next one.
Sales tax and the billing address
Help Scout bases sales tax on the billing address. If the tax on an invoice looks wrong, the Account Owner corrects the address through the same Edit link in Contact Details, and the following invoice reflects it.
Paying an annual plan by wire or ACH
The card is changed with Edit next to the current card details. Wire or ACH transfer is offered for annual prepayments over $2,500 by contacting Help Scout. Those invoices are due on receipt, and an account can become inactive after 30 days without payment.
Help Scout invoice lookup
The Invoices tab under Your Plan is the lookup for every billed month. The emailed copies go to two people, the Account Owner and the Billing Contact. Check both inboxes before asking support for a copy.
Help Scout invoices from the billing inbox
Since Help Scout emails each invoice to the Billing Contact, setting that contact to a mailbox Smartbills reads lets email receipt capture take it from there. Older months come from the Invoices tab, which our AI agent opens with your login through bill fetching. The yearly support desk cost then sits with your tax receipts.
Have receipts like this captured for you
- 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
- 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
- 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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