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How to get a Typeform invoice
Founder & CEO, Smartbills
2 min read
Typeform invoices are on the Plan & Billing page of your organization. Click the icon in the top-left corner to open the organization menu, choose Plan & Billing, scroll to the Invoices panel and click a download icon. Account owners and admins can view them. Each invoice opens in a new browser window, where you save it as a PDF.
Opening and saving an invoice
- Log in and click the icon in the top-left corner.
- Select Plan & Billing.
- Scroll to the Invoices panel. Click See more for the full history.
- Click a download icon to open the invoice.
- Press CMD or CTRL + P, choose Save as PDF as the destination, then Save.
Invoices go to one address
Typeform only sends invoices to the email address associated with the account, and a second address can't be added. To route them to finance, change the account email in Settings, or download each invoice from Plan & Billing.
Getting the details right before paying
Typeform does not amend invoices once they are issued. Edit your payment details under Plan & Billing before the next charge, and every later invoice carries the update. For VAT, open the payment details, select your country, and enter the number in the VAT number/Tax ID field. A valid number removes VAT from the next invoice. Typeform accepts VAT numbers from EU countries only.
Sales tax and GST
Typeform prices exclude tax, which appears as its own line on the invoice. In the US, Typeform collects sales tax in 15 states plus the District of Columbia, including New York, Texas and Washington, with rates based on your billing details. Australian customers pay GST, and GST-registered businesses there can add their number to get a zero-rated invoice. Organizations that qualify for exemption have 60 days from a purchase to apply, and approval covers future purchases.
Typeform invoices without the print dialog
Since each Typeform invoice has to be opened and printed to PDF by hand, a year of them takes a while. Connect an owner or admin login and our AI agent downloads every new one from Plan & Billing with bill fetching. Any copy sent to the account email can be forwarded to email receipt capture, and the sales tax or GST line is kept 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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