You must be the account owner to perform these tasks. If you are an administrator, agent, or another individual (for example, an accountant) without access to Zendesk invoices, ask the account owner for help. For example, the account owner can download an invoice and email it to you. The owner can also add you to the list of invoice recipients.
This article contains the following topics:
Viewing invoices
All account owners can view and download invoices for their Zendesk account.
To view invoices
- In any product, click the Zendesk Products icon (
) in the top bar, then select Admin Center.
- Click the Billing icon (
) in the left sidebar, then click Invoices.
A Recent Invoices page appears with a list of your latest invoices. It also includes your current invoice address and the names and email addresses everyone who receives a copy of invoices for your Zendesk account (Recipients).
- Select the invoice you want to view or download.
Payment instructions are included on the invoice, including Zendesk wire transfer details.
Changing the invoice address
The Business details address on your Zendesk account is the address where your business is physically located. If your business relocates, account owners can update this address so that the billing address that appears on the invoice is correct.
To change the invoice address
- In any product, click the Zendesk Products icon (
) in the top bar, then select Admin Center.
- Click the Billing icon (
) in the left sidebar, then click Payment.
A Payment page appears.
- Next to the Business details, click Edit.
You can only have one Business details address for your account. Any information you change on this page will appear on all invoices moving forward, but will not update any invoices issued before the update.
Adding or removing invoice recipients
Account owners can edit the list of users who receive invoices for every billing cycle. For example, an account owner may want to make sure the Finance department at their company receives a copy of each invoice. Adding a user to receive invoices does not require the use of an agent seat.
To change invoice recipients
- In any product, click the Zendesk Products icon (
) in the top bar, then select Admin Center.
- Click the Billing icon (
) in the left sidebar, then click Invoices.
A Recent Invoices page appears with a list of your latest invoices. It also includes your current invoice address and the names and email addresses of everyone who receives a copy of invoices for your Zendesk account.
- To add a recipient, click the Recipients tab, then click Edit.
- To add a recipient, click Add new.
- Enter the recipient's name and email address, then click Save.
- To remove a recipient, click X next to the name of the recipient, then click Save.
2 Comments
Worst instruction pages ever! Why is there no link to billing
Ouch! Link added in first paragraph.
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