Invoices and Payment History

Stripe Customer Portal is the source of truth for subscription invoices, payment history, and invoice PDFs. Convertly does not maintain a separate mock invoice table.

Open invoices

1. Sign in as a workspace Admin.
2. Open Billing.
3. Choose Invoices and payments or the equivalent Stripe portal action.
4. Complete any Stripe verification step.
5. View or download the required invoice from Stripe.

Managers can view Billing status but cannot open the Admin-only Stripe portal.

Email receipts

Stripe may send receipts or invoice messages according to the platform’s Stripe account and customer settings. Use the Stripe portal as the reliable place to review available payment documents.

Portal unavailable

Portal access requires:

• An Admin role
• An automatic Stripe plan
• A Stripe customer linked to the tenant
• Working platform Stripe configuration

Manual-plan tenants may not have a Stripe customer or subscription. Contact support for documents related to a direct agreement.

Report a billing discrepancy

Do not send full card details. Provide the workspace name, invoice date, amount, and the non-secret Stripe invoice or payment reference visible in the portal.