Step by step
Download the invoice from Zendesk
Sign in to the Zendesk account as the account owner or a billing admin.
Open Admin Center from the Zendesk Products menu.
In the sidebar, select Account > Billing > Invoices.
Find and select the invoice number.
Review payment status and any payments, credit memos, refunds, or write-offs.
Choose Download PDF and save the invoice with related adjustment evidence.
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Older documents
Where historical invoices are stored
Admin Center > Account > Billing > Invoices.
Missing evidence
What to do if an invoice is missing
Ask the account owner or a billing admin to retrieve it, verify the correct Zendesk account, and if the account was canceled have the account owner submit a request to Zendesk Customer Support.
Troubleshooting
Common retrieval problems
- An ordinary admin or agent is assumed to have billing-admin access.
- A canceled account no longer exposes invoice self-service.
- A partially paid or refunded invoice is matched using the original total rather than its transactions.
- The invoice recipient receives email but cannot manage invoices without the required role.
Reconciliation
Match the invoice to a card or bank charge
- Use invoice number, due date, and payment status as primary keys.
- Reconcile payments, credit memos, refunds, and write-offs to the remaining balance.
- Use the applied amount of each transaction instead of assuming the invoice total equals one bank movement.
Verification
Sources and review date
Last verified August 28, 2026. If the vendor portal has changed, use the linked official documentation.