How to access and manage Dropbox DocSend invoices

Overview

If you're an Account Owner, you can review past transactions and access all past invoices associated with your account on the Billing page.

Important: Invoices are not automated at this time.

Add a Billing Address to your Invoice

1. Go to the Billing page.
2. Click Add Billing info under Invoice billing info. 
3. Input your company’s billing address along with your company’s tax ID if necessary.
4. Click Add.

Add a Billing Contact 

Adding a billing contact will send invoices to the owner email address and the billing contact email address. Only the account owner can modify the billing contact. 

1. Go to the Billing page.
2. Click Add billing contact
3. Fill in the text box with an email address
4. Click Add

Modify the Billing Contact

To remove the billing contact or update the contact to a different email address, click into the Billing contact email textbox and remove the current email address and click refresh. From there, click on Add billing contact or leave without a billing contact in place. 

Obtain a Copy of your Invoice

You can receive your invoice by going to your billing page and clicking email invoice. Please note, invoices are not automatically sent when processed. 

1. Go to the Billing page.
2. Scroll down to the Payment History section and locate the desired transaction.
3. Under the transaction status, click Email Invoice.
4. You’ll receive an email with a copy of your invoice.

Things to Consider

• If you’d like to change the email address that your invoices are sent to, you can go to your personal settings and update your account email address. 
• Check your spam folder if you’re having trouble locating your invoice.
• The Billing Contact will not have access to the billing page. 
• The Billing Contact is only available for paid subscriptions.