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Downloading and editing invoices in Opteo

Learn how to view past invoices, update invoice details, and download PDF copies for your records.

Written by Shaquira Jeyasingh
Updated over a week ago

Where to find your invoices

All of your billing documents live in the Billing Centre, which is only accessible to admins. To open it:

  1. Click your profile avatar in the bottom-left corner of Opteo

  2. Select Billing Centre

  3. Scroll down to the Invoices section

From here, you’ll see a list of all past invoices, sorted by date.


How to download past invoices

To download a copy of any invoice:

  1. Click the Download button next to the invoice you need

  2. A PDF will be generated and saved to your device

These are standard invoices that include your plan name, billing period, payment method, and total charged.


How to edit invoice details

You can customise the information that appears on your invoices by clicking the Invoice Settings button.

You’ll be able to edit:

  • Billing contact email – the email address shown on the invoice

  • Invoice address – your company name, address, postcode, etc.

  • VAT number – optional, but recommended if you're in the UK or EU

Note: These details will apply to all future invoices (they won’t be retroactively updated on past invoices).

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