Step by step
Download the invoice from PandaDoc
Select the account associated with the paid subscription.
Open Settings → Payment details.
Locate Invoices history and download the invoice for the relevant payment.
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Older documents
Where historical invoices are stored
Settings → Payment details → Invoices history.
Missing evidence
What to do if an invoice is missing
Ask the account owner if payment settings are unavailable. A renewal invoice is generated on the renewal date, so a future charge will not yet have its final invoice.
Troubleshooting
Common retrieval problems
- Documents sent for customer signatures are separate from PandaDoc's own subscription invoices.
Reconciliation
Match the invoice to a card or bank charge
- Retain the account identifier and invoice date so subscription costs are not confused with payments collected through signed documents.
Verification
Sources and review date
Last verified October 16, 2026. If the vendor portal has changed, use the linked official documentation.