You can forward downloaded invoices to the required recipient using your preferred channel of communication.
You can download all new and past invoices:
- Via email
- In the Dashboard
- Via Secure File Transfer Protocol (SFTP)
Invoices via email
To email invoices directly to the required recipient, ensure they have the Admin role in the Dashboard, or a custom role with the following permission: View and download monthly fees invoices.
To manage roles, see User permissions.
You can also set up email notifications for invoices. For guidance, see Notifications.
Invoices in the Dashboard
To ensure the required recipients can access invoices in the Dashboard, ensure they have the Admin user role or a custom role with the following permission: View and download monthly fees invoices.
To view invoices:
- Sign in to the Dashboard.
- Go to Business account > Invoices.
In the Invoices overview page, you can filter invoices by status, period, holding currency, and entity. - To view the PDF version of an invoice, select the relevant row.
- To download:
- A single invoice – Select the Download icon at the end of the relevant row.
- Multiple invoices – Select the checkbox at the start of each required row, and then select Download invoices.
Invoices via SFTP
To set up access to invoices via Secure File Transfer Protocol (SFTP), see Access reports via SFTP.