How to Find Your Invoices and Edit Your Payment Details

Getting an invoice from SalesRobot is simple. Just follow these steps:

Go to the Accounts Tab:
Click on the "Accounts" tab in the navigation menu.

Select the Account:
Find the account for which you want to see or download the invoice.
Click on the "..." (three dots) button next to it.

Select Invoice:
From the menu, select "Invoice."

Login to Chargebee Portal:
A popup window will appear.
Click on the "Login" link in the popup.

Access Your Invoice:
In the Chargebee portal, enter your registered email.
You can now view, download your invoice, update your card details, and more.




That's it! You now have your invoice from SalesRobot.

Updated on: 06/08/2024