You can easily download your subscription invoice directly from your OFX account. This is helpful for financial reconciliation, compliance, and keeping accurate business records.

Pre-requisites:

• Billing Manage permission is required to access and download subscription invoices.

Next Steps:

To download your subscription invoice, follow these steps:

1. Log into your OFX account.

2. Navigate to the Setup section:

   • Click on Setup from the left sidebar menu.

3. Select the Billing tab:

   • Click on Billing to access your subscription details.

     

4. Locate your subscription invoices:

   • All subscription invoices are displayed next to your plan details.

     

5. Download your invoice:

   • Click on any invoice to view or download it for your records.

     

After completing these steps, your invoice will be saved to your device and available for your accounting or audit needs.

Why is this important:

Downloading your subscription invoices helps you:

• Track and reconcile your business expenses.

• Ensure compliance with accounting and audit requirements.

• Maintain transparency and control over your ongoing subscription costs.

Related FAQ Articles:

• How do I view subscription payment history?

• Where can I view my Subscription plan and Subscription invoices?

• Role of Billing Manage Permission