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How to get a Postmark invoice
Founder & CEO, Smartbills
2 min read
Postmark keeps invoices under Account, Billing, in the Invoices section, where each one downloads as a PDF. Only the account Owner can open billing. Admins and teammates have no access to it.
Download an invoice
- Sign in as the account Owner.
- Go to Account, then Billing.
- Scroll to Invoices and select the one you need.
An older Postmark article lists receipts under Account, Receipts, where you open a receipt and use the browser's print menu to save it as a PDF.
PDF receipts arrive by email
Since July 2023, Postmark attaches a PDF receipt to the invoice email each time it processes a payment. For most teams that email is the easiest record to keep.
Copies for accounting
Under Account, Overview, the Billing notifications section takes extra email addresses. Use Add another contact for more than one, then Save changes. These contacts receive receipt copies, payment error notices and low-credit alerts. They are not Postmark users and cannot sign in.
Company name, address and tax ID
Postmark has no separate VAT field. Instead, go to Account, Billing details and write your company name, address or tax ID in the Receipt memo, then click Save billing info. The billing address comes from the card. To change it, add the card again with the new address and remove the old one. The Bill To name is the Owner's name, edited under Account, Profile. All of these apply to future receipts only.
Taxes
Postmark does not charge VAT or other international taxes. US customers who qualify for an exemption, such as nonprofits, government agencies and schools, can send an exemption certificate to support for review.
Postmark receipts sent straight to the books
Add the address email receipt capture reads as a billing notification contact and every Postmark PDF receipt is filed the moment a payment goes through, memo included. If you need receipts from before that, our AI agent can sign in as the Owner and save each one with bill fetching. Low-credit alerts land in the same inbox, and subscription tracking tracks the monthly plan.
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
- SubscriptionsA subscription tracker that finds every recurring charge on your cards and warns you about free trials and price increases.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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