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Download Your Firm's Invoices and Statement

Updated: Aug 25, 2023

The steps below will describe how to download your statement or invoices:

  • Log into the account owner's profile.

  • Click on Settings in the bottom left corner.

  • Click on Invoices

  • Then Generate

  • This will open a Statement

  • Click on any of the hyperlinks to show an invoice

To download an Invoice, click on the Save icon and select PDF.

To change the details for your firm displayed on the invoices:

  • Go to Settings

  • Click on My Account

  • Add your details

  • Click Update


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