Press CTRL+K to open search

How to download invoices from billing portal

  • Updated on Aug 5, 2026
  • Published on Aug 3, 2026
  • 2 minute(s) read
Prev Next

Summary

Finding and downloading invoices from your billing portal is quick once you know where to look. This guide covers how to locate your invoices, filter them by date range, and save them as a PDF

Applies to

  • Billing

Steps

  1. Navigate to the "My 8x8" tab to start managing your account and billing details.

  2. Select the billing section to proceed and view detailed statements and summaries.

  3. Once you're in the billing portal, navigate to the Open Invoices tab. From there, you'll find two options for each invoice: View Bill/Usage and View Transaction( Invoice Customers Only).

  4. Clicking View opens a detailed breakdown of your monthly bill, showing all charges and services for that billing period.

  5. To save a copy, click Download to export your billing statement as a PDF — useful for your records or accounting team.

  6. To access closed invoices, navigate to the Paid Invoices tab. You can filter results by billing start date to quickly locate the invoice you need, and then view or download it. Each invoice provides two options: View Bill/Usage and View Transaction. You can download any paid invoice by using the same steps outlined above.

  7. (Invoice customers only) — Click View under View Transaction to access your monthly invoice documents. To filter invoices by month, click Billing Start Date and your invoices will automatically sort by billing period.

Please review this video for an overview on how to download your invoice

00:00: This tutorial offers step-by-step instructions for downloading or viewing your

00:03: billing statement from the billing portal.

00:06: Navigate to the "My 8x8" tab to start managing your account and billing details.

00:13: Select the billing section to proceed and view detailed statements and summaries.

00:18: You will be redirected to our billing support portal.

00:22: If you are a credit card customer, you can click the "View" button on either the Open

00:26: Invoice or Paid Invoice tab to access the invoice details and usage for review.

00:32: In this section, you will find a detailed breakdown of the 8x8 monthly bill, offering a

00:36: comprehensive overview of all charges and services rendered during the billing period.

00:41: billing period.

00:43: Please download the PDF version of your billing statement for your review and

00:47: accounting needs.

00:48: You may also download your usage and service summary.

00:52: If you are an ACH or Direct Debit customer, you can retrieve your invoice by

00:57: clicking the "view"

00:57: button

00:58: located under View Transaction on both the Open Invoice and Paid Invoice tabs.

01:04: A downloadable PDF invoice will be presented in a new window for your convenience,

01:08: enabling you to obtain it for your records.

01:12: You have successfully downloaded. Our view, your billing statement usage and service summary.

01:18: These steps help you manage and review your 8 by 8 account, billing details efficiently.

Note: Refer to this article to add related articles before publishing.

Related articles