Managing your invoices is an important part of keeping track of your organization's expenses. This guide will walk you through...
Your oboloo invoices are kept in the Stripe customer portal, where your Primary User can view and download them for your records.
Before you start
Only your organisation's Primary User can view invoices, because the Stripe customer portal only accepts the Primary User's email address. The Primary User is shown on Settings > Account Management. To change who it is, see Understanding the Primary User.
View your invoices
Open Account Management
Expand Settings in the left-hand menu and click Account Management.
Settings > Account Management
Click Manage Billing
Click the orange Manage Billing button. The Stripe customer portal opens in a new tab.
Manage Billing
The note under the buttons shows your Primary User's email address.
The Primary User on Account Management
Sign in to the Stripe customer portal
Enter the Primary User's email address. Stripe emails a login link to that address; click it to open the portal.
Signing in to the Stripe customer portal
Find your invoices
The portal's home page lists your invoice history.
Invoice history in the Stripe customer portal
Open or download an invoice
Click an invoice. It opens in a new tab, where you can view it or download it.
An invoice opened from the portal
What happens next
Receipts by email: Stripe also emails a receipt to the Primary User each time you're charged.
Keep your records: download invoices regularly for your accounts team.
Troubleshooting
I didn't receive the Stripe login email
Check that you entered the Primary User's email address exactly as shown on Settings > Account Management, and check your spam folder.
Someone else needs to receive invoices
Make them the Primary User: open them under Settings > Users, tick Make this user your organization's Primary User? on the Account tab and confirm. You need Edit access to Users. Invoices and billing emails then go to them.
๐ Need Further Help? If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.