How to view your Infusionsoft invoices

Table of Contents:

View Your Invoices

  1. Go to Admin > Billing & Account info

  2. Click View/ update your billing info

  3. Under “View transactions” click Click here


  4. From the filter you can select 
    1. Deposit application
    2. Invoice
    3. Payment

  5. Click invoice

  6. To view the invoice click the Document number


Print a Statement

  1. Go to Admin > Billing & Account info

  2. Click View/ update your billing info

  3. Under “Print a Statement” click Click here

  4. Set you Statement date/Start Date and select one of the following:
    1. Print 
    2. Print in Customers local 
    3. Email 
    4. Fax

Note: Print & Print in Customers local both open up a PDF to view and print the invoice


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