3 min read
Service invoices
The person hosting Zoom meetings may not receive the invoice
Find Zoom documents in the correct account's billing history. Check access, the period and billing contact, then hand over the matching PDF.
Business and document management
Articles · Page 4
Invoices, business and finding documents. Find a guide for your situation or browse the latest articles.
What do you need to sort out?
23 · Articles
Find documents
Find invoices in email and keep them from getting lost.
61 · Articles
Service invoices
Work out who bills you for a service and where to find its invoice.
20 · Articles
Accountant handoff
Prepare the records, flag missing documents and hand them over clearly.
19 · Articles
Document organization
Set up folders, an archive and a routine your small team can maintain.
13 · Articles
Document problems
Resolve a missing invoice, an unreadable attachment or an unclear document.
5 · Articles
Your invoicing
From quotes to payment reminders: keep track of invoices you send to clients.
Latest articles
5 min read
Service invoices
Calendly: how to get the billing document for your own subscription
Where to download your Calendly subscription document, who can access Billing, and what to do about a missing invoice or an Apple App Store purchase.
2 min read
Service invoices
Shopify operating bills: plans, apps and fees in one overview
Download the bills for running your own Shopify store. Distinguish an individual document from a history export or fees overview, and check its complete contents.
4 min read
Service invoices
Miro invoices after moving to Free: start with the original emails
Once a team moves from Starter or Business to Free, billing settings disappear. Find out where to look for older documents and whom to ask for an invoice or payment receipt.
4 min read
Accountant handoff
Your accountant has changed email address. Check where the next set of documents will go
An accountant’s new email address may not reach your message templates or recurring sends. Before sending more documents, find out where the old address remains and check with your accountant that the new one receives messages and lets them open the files they need.
5 min read
Document organization
Your supplier has stopped sending invoices. What to check before asking for a copy
The usual invoice email from a regular supplier has not arrived this time. Before asking for a copy, check whether a new document was due and where it should have been delivered. The last bill, your customer account settings and a specific question to the supplier will help.
2 min read
Document organization
Cloudflare invoices: the right account and monthly or annual periods
Find Cloudflare documents in the right account. Check monthly and annual cycles, download the original document and follow up on missing history.
5 min read
Document problems
An invoice was renamed twice. How do you find the original email?
Your accountant asks where the PDF you sent came from, but its name in the shared folder no longer matches the supplier’s attachment. Link the file to a specific message and record what you found, so nobody has to retrace the steps next time.
3 min read
Service invoices
AWS documents: current spending is not yet an issued invoice
Distinguish an AWS cost estimate from an issued invoice. Check Issued, download the documents and find the account that actually receives billing.
5 min read
Service invoices
monday.com invoices: finding the document in the right account
Choose the billed monday.com account, get the original invoice through Billing, and handle missing permissions, a new invoice or payment by bank transfer.
5 min read
Find documents
Which alias receives your invoices? Check which mailbox they actually reach
Trace one known invoice through the supplier’s billing contact, the message recipient and the receiving mailbox. Record the result and test changes one at a time.
5 min read
Accountant handoff
A supplier sent a password-protected PDF. How to share it with your accountant without putting the password in a group thread
Your accountant needs the document, but everyone copied into the email does not need its password. Find out how to request access and get both file and password to the right person, with two message templates and a check of the received attachment.