How to get a Help Scout invoice

Who manages billing

The Account Owner and anyone with the Manage billing and plan changes permission can change the subscription and the payment method. The Account Owner can also view or download a $0 invoice from the Invoices page.

Billing contact and company details

On the Your Plan page, click Edit next to Contact Details to change the billing contact, the billing address or the company information. An invoice keeps the details that were set when it was generated. Once billing has run, Help Scout cannot change that invoice, and the update only reaches the next one.

Sales tax and the billing address

Help Scout bases sales tax on the billing address. If the tax on an invoice looks wrong, the Account Owner corrects the address through the same Edit link in Contact Details, and the following invoice reflects it.

Paying an annual plan by wire or ACH

The card is changed with Edit next to the current card details. Wire or ACH transfer is offered for annual prepayments over $2,500 by contacting Help Scout. Those invoices are due on receipt, and an account can become inactive after 30 days without payment.

Help Scout invoice lookup

The Invoices tab under Your Plan is the lookup for every billed month. The emailed copies go to two people, the Account Owner and the Billing Contact. Check both inboxes before asking support for a copy.

Help Scout invoices from the billing inbox

Since Help Scout emails each invoice to the Billing Contact, setting that contact to a mailbox Smartbills reads lets email receipt capture take it from there. Older months come from the Invoices tab, which our AI agent opens with your login through bill fetching. The yearly support desk cost then sits with your tax receipts.