Step by step
Download the invoice from Planable
Select the paying company from the dashboard or profile menu.
Open Billing and scroll down to previous invoices.
Open the required invoice to review its details and download it.
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Older documents
Where historical invoices are stored
Company → Billing → previous invoices
Missing evidence
What to do if an invoice is missing
Check the paying company and ask its billing owner for access if necessary.
Troubleshooting
Common retrieval problems
- Additional workspaces can contribute charges beyond the base plan.
Reconciliation
Match the invoice to a card or bank charge
- Match the final invoice total and keep workspace charges for allocation.
Verification
Sources and review date
Last verified October 16, 2026. If the vendor portal has changed, use the linked official documentation.