PandaDoc invoices are on the Payment details page. Go to Settings, Payment details, and scroll to Invoices history to view or download them. Only the account owner can open the Billing and Payment details pages.
Invoices history
The Payment details page holds payment methods, company information, invoice recipient settings, the account owner setting and the invoice history. Payment methods sit on the same page, which lets the owner update the card and download invoices in one visit. A renewal invoice is only created on the renewal date. You won't find next month's invoice listed ahead of time.
Copying invoices to finance
The account owner always gets invoices at their own email. To send copies to someone else, type an address in CC receipts to and click outside the field to save it. This is the simplest way to get PandaDoc invoices into an accounts payable inbox without sharing the owner's login.
Company name, address and VAT
In the Your company section of the Payment details tab, update the company name, billing address and VAT. Update them before a renewal date, because the new invoice is generated on that day with whatever details are saved.
When the owner changes
Because billing is tied to the owner, a departing owner should hand it over first. Under Account owner, select Change account owner, search for a team member and click Transfer. The current owner gets an email to confirm. Ownership can only move to another member of the same PandaDoc account. If the owner has already left the company, PandaDoc support can make the change.
PandaDoc invoices for the people who pay them
Since only the owner can see PandaDoc billing, finance teams depend on the CC field. Put a email receipt capture address in CC receipts to and each invoice is filed as soon as it is sent. For older invoices, the owner can connect a login and our AI agent collects them from Invoices history with bill fetching. VAT on each invoice stays available for 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
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