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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.

Shaquira Jeyasingh avatar
Written by Shaquira Jeyasingh
Updated over 2 weeks 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. Navigate to the Invoices tab at the top

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. Go to the Invoices tab in the Billing Centre

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

  3. 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 in the Invoices tab.

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

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


Who can access this?

Only admin users have access to the Billing Centre and invoice settings. If you’re not an admin, you’ll need to ask someone on your team with admin permissions to download or update invoice details for you.

FAQs

Q: Can I edit past invoices?
A: No — edits to invoice details will only appear on future invoices. If you need a corrected version, please contact support.

Q: Where is my VAT number displayed?
A: If you add one in Invoice Settings, it’ll appear on all new invoices under your billing details.

Q: Can I receive invoices by email each month?
A: Yes — invoices are automatically sent to the billing email set in your Invoice Settings.

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