Step by step
Download the invoice from SurveyMonkey
Open the profile menu and choose My Account.
Select Transaction History.
Open the invoice number, or choose the document icon for the available tax invoice.
Review the document's status and save the available copy.
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Older documents
Where historical invoices are stored
Profile → My Account → Transaction History.
Missing evidence
What to do if an invoice is missing
Check the billing contact's email. Enterprise customers should request past invoices from their customer success manager if they are not available in the account.
Troubleshooting
Common retrieval problems
- Transaction History can include upcoming as well as past invoices; changing billing details applies to future documents.
Reconciliation
Match the invoice to a card or bank charge
- Use payment status and the actual charged amount when reconciling a record that may be an unpaid invoice.
Verification
Sources and review date
Last verified October 16, 2026. If the vendor portal has changed, use the linked official documentation.