This guide covers how to access your invoices and update billing details for tax and accounting purposes.
View Your Invoices
Go to the Payment and Invoices tab
Scroll to the Invoices section
View all invoices with dates and amounts
Click 'Download' to see details:
Amount
Invoice number
Payment date and status
Download receipts
Payment method used
Plans
Billing period covered
In addition, receipts are automatically sent to your email after payment.
Search your mailbox for emails with the subject line: "Your receipt from Instantly #" or emails from Stripe.com.
Check your spam, junk, or promotions folder if you don't see them in your main inbox.
If you have an outstanding invoice or failed payment, you can complete the payment by following these steps:
If you see a payment failure banner when logging in to Instantly, click Update payment method to resolve the issue.
Alternatively, go to Payments & Invoices.
Scroll down to the Invoices section and find the invoice with an Open status.
Click Download next to the invoice. This will open the invoice's payment page.
On the payment page, click View invoice and payment details if needed.
Click Confirm payment to retry the charge using your existing payment method, or select Select a new payment method to pay with a different card.
Manage Billing Details
You can update billing details like company address, VAT number, and billing email. These changes apply to future invoices only.
Go to Payment and Invoices > Manage
On the billing management page, scroll to 'Billing information' section
Click 'Update information'
Edit the following fields as needed:
Billing email(You can use different emails for login and billing)
Address
City
Postal code
Tax ID / VAT number
Click 'Save' to apply changes
Changes take effect immediately for future invoices
