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Billing guide availableVerified August 28, 2026

Manual billing workflow

How to find and download Salesforce invoices

Open Salesforce's Your Account app, choose Go To Invoices, select an invoice number, and click Download Invoice for the PDF.

Step by step

Download the invoice from Salesforce

  1. 01

    Sign in to Salesforce with access to the customer billing account.

  2. 02

    Open the Your Account app.

  3. 03

    Choose Go To Invoices.

  4. 04

    Use the list-view filters to locate the billing period or invoice number.

  5. 05

    Select the invoice number to open its details.

  6. 06

    Choose Download Invoice and save the PDF with any related credit memo.

Older documents

Where historical invoices are stored

The Salesforce Invoices page in the Your Account app.

Missing evidence

What to do if an invoice is missing

Confirm the user has the Manage Billing or Manage Subscriptions in Your Account permission set, verify the correct customer account, and check the Billing Portal or contact the Salesforce billing contact if the invoice is not listed.

Troubleshooting

Common retrieval problems

  • The user has Salesforce admin access but not the separate Your Account billing permission.
  • The invoice list is filtered to the wrong view.
  • The user is viewing a different Salesforce customer account.
  • A credit memo is not saved alongside the invoice it adjusts.

Reconciliation

Match the invoice to a card or bank charge

  • Match by invoice number, contract, due date, and total.
  • Apply credit memos before comparing the net payable amount to a bank payment.
  • Use the contract's stated billing schedule when a payment date does not align with the service period.

One invoice recovered. How many are still missing?

Know which invoices are missing—not only where to look.

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Verification

Sources and review date

Last verified August 28, 2026. If the vendor portal has changed, use the linked official documentation.

  1. View and Download Invoices ↗official