QUESTION

How can the billing invoices from a Rightworks Transaction Pro subscription for QuickBooks Online be viewed and downloaded?

RESOLUTION

To access the billing invoices for a Transaction Pro subscription, the user will need to have Billing Admin Access. 

Click MANAGE for the subscription that you wish to view invoices for. Then click UPDATE PAYMENT METHOD.

On the pop-up window, select BILLING HISTORY.

A list of all billing invoices for all subscriptions since May 2019 (date switched to current billing system) and later will be listed. Click on DOWNLOAD to download a pdf copy of any invoice.

If an invoice for a date prior to May 2019 is needed, contact Transaction Pro Support at [email protected] for assistance.