Free resources

Find invoices in Gmail: a guide and search query builder →

Check alias delivery and supplier sending separately →

Which alias receives your invoices? Check which mailbox they actually reach

Ask your accountant what they can use →

The invoice is in the email itself. What should you send your accountant when there is no PDF?

Request a separate PDF with a reference to the original purchase →

The invoice is in the email itself. What should you send your accountant when there is no PDF?

Put the details into a specific Gmail query →

Invoice missing under the supplier's name? Search the issuer and sender too

Verify an unfamiliar sender through a known contact →

Invoice missing under the supplier's name? Search the issuer and sender too

Open the EML and check its contents →

Invoice email as EML: when to send it and how to download it from Gmail

Attach the checked file to a new email →

Invoice email as EML: when to send it and how to download it from Gmail

A message to your supplier if it happens again →

Supplier invoices keep landing in Gmail spam. What to check

If the thread is confusing, request a separate invoice →

How to forward one invoice message to your accountant in Gmail

You can also send the attachment in a new email →

How to forward one invoice message to your accountant in Gmail

Start with a message you actually want →

Gmail invoice filters: stop searching for the same supplier

Use a query you understand →

Find invoices in Gmail: a guide and search query builder

A message to the person managing billing →

Where to download a Sanity invoice: choose the organization paying for the project

Message the person with access to the purchasing account →

Later receipts: ask the primary owner or look through Apple

A filled-in request you can adapt →

Where to get a Contentful invoice: organization owner or billing contact?

Check the document before passing it on →

Where to get a Contentful invoice: organization owner or billing contact?

Send a request someone can act on →

Where to find your Xero subscription invoice and which account to check

A template for requesting your subscription document →

Calendly: how to get the billing document for your own subscription

When the email is missing or the link does not work →

Miro invoices after moving to Free: start with the original emails

What to write to the account administrator →

monday.com invoices: finding the document in the right account

An older email can help; make the requested period clear →

Asana invoices: billing access and history for a month or year

If the document is missing, send details that identify the payment →

Where to find a Dropbox invoice: personal account, team or app store?

Hand over the original, or identify exactly what is missing →

Where to download your Descript subscription document

Cannot see Billing? Ask the existing owner →

Ghost(Pro) invoices: where to download them and who has access

Missing older document: send a request someone can act on →

Evernote: find your subscription document and recover older payment records

A request for a specific invoice →

Hootsuite invoices: find subscription and advertising documents separately

Team members: ask an admin for the PDF →

Cursor invoices: download the PDF or request a missing copy

The subscription ended or an invoice is missing →

Cursor invoices: download the PDF or request a missing copy

When someone else needs to download the document →

Buffer invoices: download the document for the right payment

Does a colleague have account access? Ask for the specific documents →

ElevenLabs invoices: download the PDFs and send the right documents

When you don’t have the invoice →

Proton invoices: where to download the PDF and what to check

Ask Billing for a receipt for an Apps purchase →

Namecheap: where to get a receipt for a domain or service renewal

When someone else pays for the service →

Fastmail invoices: through Paddle or account history?

Someone else made the purchase →

Obsidian Sync and Publish invoices: where to find them

If the document is missing, send a specific request →

Where to download your Clockify subscription invoice

A message you can adapt for the administrator →

Where to download your Harvest subscription invoice: the v2 route

Open billing for the correct account →

Find your DeepL invoice and check that it is the right document

Check the transaction the PDF describes →

Find the Jotform subscription invoice, not a form-generated PDF

Request one specific document →

Keep personal and organisation Bitwarden bills separate

Use the billing document route →

Collect a 1Password invoice without sharing your password vault

Ask for the missing period precisely →

Retrieve a Grammarly receipt after the subscription has expired

Identify who bought what →

Find the Toggl subscription invoice rather than a client billing document

Make the request unambiguous →

Find the Postman invoice for the team that made the purchase

Match the charge to the document →

Find Render billing for the workspace that paid

Request the invoice, not ownership →

Get an Airtable invoice without adding an owner just for email

Specify which document you need →

Find your Docusign subscription invoice, not a signed client agreement

Keep one lookup card so you do not have to start again →

App subscription documents: Apple, Google Play or the service itself?

Ask a specific question when the document is missing →

App subscription documents: Apple, Google Play or the service itself?

The final document may not have been issued yet →

Leaving an online service? Keep access to your final invoice

Documents for your accountant: a checklist and handoff message →

Start with the scope, rather than “Where are the invoices?” →

The client sent no documents. What should you ask?

Fictional reply 1: no known purchase after checking →

The client sent no documents. What should you ask?

Fictional reply 2: the document stayed in a draft →

The client sent no documents. What should you ask?

Ask about a specific purchase, not “the remaining documents” →

Missing documents: a list your client can answer item by item

Show the client how to reply →

Missing documents: a list your client can answer item by item

After the reply, close only what you have checked →

Missing documents: a list your client can answer item by item

1. The client ordered the service; the agency manages it →

Agency or client: who should you ask for the service invoice?

2. The agency ordered the service for a client project →

Agency or client: who should you ask for the service invoice?

3. The agency has access, but the purchasing organisation is unknown →

Agency or client: who should you ask for the service invoice?

Send one specific request instead of ‘we’re missing an invoice’ →

Agency or client: who should you ask for the service invoice?

Write a short handover →

Your accountant is away: what to hand over and what can wait

Confirm with the supplier who may receive the document →

A supplier sent a password-protected PDF. How to share it with your accountant without putting the password in a group thread

Check that your accountant can open the copy they received →

A supplier sent a password-protected PDF. How to share it with your accountant without putting the password in a group thread

A completed example of a short agreement →

Starting with a new accountant? Agree your first document handover

Let your accountant open a small sample →

Starting with a new accountant? Agree your first document handover

Find out what your accountant sees when opening it →

The forwarded document opens for you, but your accountant cannot open it. What did you actually send?

Explain what your accountant already had and what is new →

A credit note arrived after you sent the invoice to your accountant. How do you link them?

Send the supplier details that identify the purchase →

Your accountant is missing an invoice. Where to look and how to ask

Send a clear supplement →

The invoice arrived after handover to your accountant. What now?

Six checks before sending →

Documents for your accountant: a checklist and handoff message

When sending a routine package →

What to write to your accountant with invoices: four useful templates

When one invoice is still missing →

What to write to your accountant with invoices: four useful templates

When adding to a period already handed over →

What to write to your accountant with invoices: four useful templates

When the supplier sends a corrected version →

What to write to your accountant with invoices: four useful templates

Send two separate questions →

One company paid, another is on the invoice. What should you send your accountant?

Ask the supplier whether the invoice should already have been issued →

Your supplier has stopped sending invoices. What to check before asking for a copy

What to send the owner or administrator →

ClickUp invoices: download the PDF and send notifications to your accountant

Record what is ready and what remains for each supplier →

A colleague is leaving. What happens to the invoices in their mailbox?

Tell your administrator the outcome you need →

A colleague is leaving. What happens to the invoices in their mailbox?

A message can be brief and complete →

A colleague bought something. What do you need besides the receipt?

A message that tells the supplier exactly what you need →

The invoice still names the old company. What to check after updating billing details

A message that tells the supplier exactly what you need →

The invoice still names the old company. What to check after updating billing details

Give your accountant the document and the request status →

The invoice still names the old company. What to check after updating billing details

A message that gives the owner the information they need →

Your accountant cannot open an invoice on Google Drive. How to fix access

Tell your accountant how many emails and files to expect →

Invoice PDFs too large for Gmail: send several emails or a link?

When the ZIP asks for a password or will not extract →

Invoices arrived in a ZIP file. How to prepare them for your accountant

If the file is still unreadable, ask for a fresh export →

The invoice arrived, but the PDF will not open. What should you send your accountant?

Send your understanding, not a blank questionnaire →

Your first invoice to a new client: agree the handoff first

Connect the item to the agreement and delivered work →

“What is this charge for?” How to explain an invoice

Make the first message about this invoice →

How to follow up on an unpaid invoice without unnecessary tension