Download your project receipt or invoice

Who is this article for?
‍🗣️ All researchers (both admins and users)
⭐ Available with all User Interviews plans

Once all sessions have been completed, our team will automatically charge your credit card, prepaid balance, or send an invoice—depending on how your account is set up. 

Invoices and receipts are automatically emailed to the project owner and can be downloaded at any time from your project workspace under the "Billing" section.

Receipts vs. invoices

A receipt is a statement of a bill that has been paid. If you have selected a credit card as your payment method, we will automatically charge that card. Receipts contain sensitive information, and can only be downloaded by the project owner.

An invoice is a list of services rendered, including the statement of the sum due for the recruit. Invoices are only issued to researchers who enabled and selected this option. Invoices contain sensitive information, and can only be downloaded by the project creator. Learn how to set up invoicing for your account here. 

We accept payments by wire / ACH transfer, check, or credit card. If you haven’t already, set up approved payment methods for your team. 

How to download your project receipt or invoice

🧾 Download your project receipt
‍1. Log in to your account and open the completed project. 
2. Click the kebab in the top right corner, next to the “save” button, and click “view billing.”
3. If the credit card or prepaid balance associated with the project has been charged, you'll have an option to click "Download receipt” or "download invoice,” depending on how your account is set up. 
4. A PDF copy of the most recently updated receipt or invoice will download onto your computer. If you can't find it, check your "Downloads" folder.

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