Otter.ai emails an invoice or receipt at every purchase and renewal, and keeps the full payment history in your account. Sign in as the Workspace admin, open Account Settings from your profile, click the Billing tab, scroll to Payment History and click Receipt next to an invoice. From there, download the invoice or the receipt.
Steps for the Workspace admin
- Sign in to Otter.ai as an admin.
- Click your profile in the upper left and select Account Settings.
- Click the Billing tab. If you do not see it, click Plans first.
- Scroll to Payment History and click Receipt.
- Click Download invoice or Download receipt.
Only the Workspace admin can view payment history. Other members need to ask the admin.
Why a charge appears
Charges come from renewals and also from changes: upgrading, for example from Pro to Business, or adding and removing members on the Workspace. Open the receipt for any charge to see the items it covers.
Otter Pro bought in an app store
If an Otter Pro subscription was bought through the iOS App Store or Google Play, the invoice or receipt comes from that store. Check your Apple purchase history or your Google Play order history.
Invoice lookup with an expired link or lost email
Receipt links expire after a while. Enter your Otter account email to generate a new invoice or receipt URL, as an admin. Without access to that email, Otter support can retrieve past invoices if you give the last 4 digits and expiry date of the card on file and the last transaction's amount and date.
Vendor details for accounts payable
For US and Canadian vendor setup, Otter.ai, Inc. lists 800 W El Camino Real, Ste 170, Mountain View, CA 94040, with ar@otter.ai for accounts receivable. Otter asks you to pay by the ACH or wire details on the invoice and to reference the invoice number on any payment.
Otter.ai invoices for every seat change
Seat changes on a Business workspace create charges between renewals, each with its own receipt. Connect the admin login and our AI agent downloads each one from Payment History with bill fetching. The emails Otter sends at purchase and renewal are filed by email receipt capture, and a Pro plan paid personally fits an expense report.
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
- 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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