Business and document management
Invoices, business and finding documents. Find a guide for your situation or browse the latest articles.
23 · Articles
Find invoices in email and keep them from getting lost.
61 · Articles
Work out who bills you for a service and where to find its invoice.
20 · Articles
Prepare the records, flag missing documents and hand them over clearly.
19 · Articles
Set up folders, an archive and a routine your small team can maintain.
13 · Articles
Resolve a missing invoice, an unreadable attachment or an unclear document.
5 · Articles
From quotes to payment reminders: keep track of invoices you send to clients.
Your accountant is waiting for documents, and you have a folder full of files. Before sending it, agree what it should contain and check access. A completed example helps you arrange the first handover, including missing documents and corrections.
Find Asana invoices for the correct team, organization or workspace. Billing-owner access, monthly or yearly history downloads and a request template.
Access to Jira or Confluence does not necessarily include invoices. Find the billing admin, download the appropriate PDF and check the billed apps and period.
Your accountant cannot open a document that works for you. Checking the sent email and asking a short question will help distinguish a missing attachment, restricted link access and a problem with the file itself.
Start your Canva invoice search with the right account, team and purchase channel. Download the PDF or request the specific document you cannot see yourself.
Choose the right PayPal record: a monthly statement, a transaction report or payment details. Check the account, period, currency and actual scope of the export.
Where to download ClickUp invoice PDFs and set up email notifications for an accountant outside your Workspace, including older invoices after a move to Free Forever.
There are no attachments, but the invoice details appear in the message. How do you preserve them and send them to your accountant — and when should you ask the supplier for a separate PDF?
Your personal GitHub history may not include company purchases. Find the right account, open Payment history and keep the available document’s original type.
Looking for an invoice, but the familiar service name returns nothing in your email? An older document may reveal a different issuer name and the address invoices come from. Use those details to narrow your search and learn what to verify when a message comes from someone unfamiliar.
Find Notion documents by workspace and issued billing period. Distinguish the owner, upcoming charges and separate invoices for credits.
Your accountant already has the invoice, but the supplier has now sent a credit note. Prepare both documents and a message explaining what is new and what you sent earlier.