SurveyMonkey invoices are in My Account, on the Transaction History tab. Open the profile menu in the upper-right corner, choose My Account, then Transaction History, and select an invoice number to view it. The document icon next to the number opens the matching tax invoice. Invoices are also emailed to the account's billing contact.
Finding an invoice
- Click the profile dropdown in the upper-right corner.
- Select My Account.
- Open the Transaction History tab, which lists past and upcoming billing.
- Select an invoice number, or the document icon beside it for the tax invoice.
Team plans
On a team, members who aren't the Primary Admin won't see team invoices and receipts in their own account. Primary Admins and Admins reach team invoices, including team overage invoices, through Transaction History. Everyone else can find the Primary Admin's email on the My Account page. Enterprise teams ask their Customer Success Manager for past invoices.
Billing contact and address
The Billing Details tab has a Billing Contact section. That person receives billing emails and can pay without logging in, and billing questions are only accepted from that address. The billing address lives under Payment Information and must match the card's address. Changes only apply to future invoices. For an invoice that is already issued, contact SurveyMonkey. If the plan has dropped to free, you have to upgrade again to edit billing details.
Plans paid by invoice
Pay-by-invoice customers get their invoice 45 days before the next billing date. It has to be paid before that date, following the instructions printed on it. The Billing Profile on the same tab shows the plan, billing frequency, next billing date, auto-renew status and next amount.
SurveyMonkey invoices and tax invoices together
Each charge can have two documents, the invoice and the tax invoice. Make a email receipt capture address the Billing Contact and the emailed copies are filed automatically. A Primary Admin can also connect a login, and our AI agent downloads both documents from Transaction History through bill fetching. A plan paid on a personal card goes onto an expense report.
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
- Expense reportsExpense report software that attaches the receipts for you, works out mileage, routes the approval and shows each employee when they'll be paid back.Learn more
Frequently asked questions
Sources
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