Step by step
Download the invoice from Shortcut
Sign in as an Organization Owner and open Workspace Settings.
Select Billing and the Invoices tab.
Check the invoice status and choose Download beside the required document to save its PDF.
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Older documents
Where historical invoices are stored
Workspace Settings → Billing → Invoices
Missing evidence
What to do if an invoice is missing
Invoice copies are restricted to Owners. Other team members should request a copy from their Organization Owner.
Troubleshooting
Common retrieval problems
- Invoice copies are restricted to Owners. Other team members should request a copy from their Organization Owner.
Reconciliation
Match the invoice to a card or bank charge
- Compare the document date, amount, and currency with the Shortcut charge. Check payment status separately from the invoice issue date.
Verification
Sources and review date
Last verified October 22, 2026. If the vendor portal has changed, use the linked official documentation.