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This article explains where to access all your CloudTalk invoices, how to download them, and how invoice delivery works.
User level:
  • Admin

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View and Download Invoices in the CloudTalk Dashboard

You can now find all of your invoices directly in the Dashboard.

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How to access your invoices

  1. Go to Dashboard > Settings > Invoices
  2. You will see a list of all invoices issued for:
    • plans
    • add-ons
    • phone numbers
    • call packages
    • credit top-ups
    • and more

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What you can do in the Invoices section

  • Download invoice PDFs
    Click the download icon to save any invoice.
  • Filter invoices by payment status
    • Paid
    • Partially paid
    • Unpaid
    • All statuses
  • Filter by issue date
    • Previous month
    • Previous 3 months
    • Previous 6 months
    • Previous year
    • Custom date range
  • View invoice details
    Including invoice number, payment status, total billed, and due date.
  • Pay unpaid invoices
    Pay an unpaid invoice online from this list. See Pay unpaid or overdue invoices.
The list is sorted from newest to oldest. Hidden invoices still appear in the list, but the overdue badge is removed.

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Proforma invoices and regular invoices

If you pay by bank transfer, some charges, such as credit top-ups, are first issued as a proforma invoice. A proforma is a request for payment, not an accounting document. Once it’s paid, your credit is added and CloudTalk automatically issues a regular invoice for the same amount. You’ll find both in Dashboard > Settings > Invoices. If your finance team needs an accounting document to book the payment, use the regular invoice that’s issued after payment. If you’ve paid but no regular invoice appears, contact Support.

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Receiving Invoices by Email

You can manage invoice recipients in:
Dashboard > Settings > Billing. All email addresses listed in this section will receive new invoices as PDF attachments on your billing date. On quarterly, semi-annual or annual billing, invoices for anything you add part-way through a period are sent when they are created.

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Invoice emails include:

  • Company name
  • Billing & delivery address
  • Issue, delivery, and due dates
  • Invoice number
  • Item details and descriptions
  • VAT number (if applicable)
  • Total amount / amount paid / amount due
Important notice: If you set up billing addresses as described above and still didn’t receive an email, please check Inbox, Spam and Promotion sections.
Need help or have a question? Just reach out through our Support portal — we’re here for you.