You must be theaccount owneror abilling adminto 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 or a billing admin 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 and billing admins can view and download invoices for their Zendesk account.
To view invoices
- 在Admin Center,点击theAccounticon (
) in the sidebar, then selectBilling > Invoices.An在voicespage 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
TheBusiness detailsaddress on your Zendesk account is the address where your business is physically located. If your business relocates, account owners and billing admins can update this address so that the billing address that appears on the invoice is correct.
To change the invoice address
- 在Admin Center,点击theAccounticon () in the sidebar, then selectBilling > Payment.
APaymentpage appears.
- Next to theBusiness details,点击Edit.
You can only have oneBusiness detailsaddress 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.
- Saveyour changes.
Adding or removing invoice recipients
Account owners and billing admins 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
- 在Admin Center,点击theAccounticon () in the sidebar, then selectBilling > Invoices.
ARecent Invoicespage 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 theRecipientstab, then clickEdit.
- To add a recipient, clickAdd new.
- Enter the recipient's name and email address, then clickSave.
- To remove a recipient, clickXnext to the name of the recipient, then clickSave.
17 Comments
Salve,
mi può mandare il link dove scaricare le fatture? grazie
Ehilà,
Sembra che tu abbia un ticket aperto per le tue fatture.
Continueremo a lavorare con te per risolvere il problema.
嗨
There may be a bug here because I keep generating invoices with an outdated billing address.
Ticket created:https://support.zendesk.com/hc/en-us/requests/6300817
这将是很高兴见到发票状态下each so we can find which one/s are overdue.
Thanks for the feedback - for better visibility to our Product team, would you mind creating a post in ourFeedback - Admin Center topic, using this template to format your feedback? Thanks!
What is yours bank address for wire transfer. Invoice has this information but we need also street address to make the payment:
JP Morgan Chase
New York, NY 10004
It looks like you have a ticket open with your Account Manager to get this taken care of. I've reached out to your AE so they will follow up with you there with the necessary information.
Cheers!
嗨
We are still waiting an answer for this simple question :)
How to add Name of firm and tax numer to my invoice?
HeyAdam Kolibskithis is best handled by our Finance team. I've created a ticket on your behalf to kick things off. Please check your email for more information.
I am a billing admin and I can only see very old invoices, no invoices from 2022 at all.
I have created a ticket on your behalf. Kindly check your email for more information.
Where can I find Zendesk Bank Routing information. I received an e-mail regarding a change but want to confirm the account and routing numbers are legit and not a phishing attempt. Is this information under the Admin Center anywhere? Please advise.
HelloClay County,
Payment instructions are included on each Zendesk invoice, including Zendesk wire transfer details. To view an invoice, seeManaging invoices.
Here's a screen capture of the instructions on how to view invoices. See below.
Important: You must be the Account owner or a billing admin to view the invoices.
How can i get a detailed breakdown of the invoice? It is significantly higher than the year before and I want to know what I'm paying for and how many seats etc
嗨Carla,
Do you have admin access to your Zendesk account? If so, the Subscription page will show you a list of the Zendesk products you own and the number of agent seats you have purchased. SeeViewing plan subscriptions.
Note:Self-service accountsinclude pricing information on the Subscription page, but sales-assisted and managed accounts do not. For pricing information on sales-assisted and managed accounts, contactZendesk Customer Support.
Pleasesign into leave a comment.