--- title: "How to Download Invoices and Statements of Account" slug: "how-to-download-invoices-from-billing-portal" updated: 2026-10-20T14:01:16Z published: 2026-10-20T14:01:16Z canonical: "help.8x8.com/how-to-download-invoices-from-billing-portal" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.8x8.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Download Invoices and Statements of Account ## **Summary** Finding and downloading your invoices is quick once you know where to look. This guide covers how to locate an invoice, get a copy of a past invoice or statement of account, filter by date range, and save it as a PDF. Your statement of account is the same document as your monthly bill. ## Applies to - Billing - Invoices and statements of account - Downloading a copy of a past invoice - 8x8 Work and 8x8 Contact Center - All regions ## Steps 1. Log in to the 8x8 Application Panel and select **My 8x8**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-S1NCVEBF.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A02%3A03Z&se=2026-11-04T00%3A02%3A03Z&sr=c&sp=r&sig=IYw5%2B1Q77s8sirVliQPg2pNfewrwsqI4KDbadW0N1uc%3D) 2. Select the **Billing** tab, then **Billing Statements**. Your Billing Portal opens. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-XB5IML7V.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A02%3A03Z&se=2026-11-04T00%3A02%3A03Z&sr=c&sp=r&sig=IYw5%2B1Q77s8sirVliQPg2pNfewrwsqI4KDbadW0N1uc%3D) 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)**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-9LOR2Y2T.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A02%3A03Z&se=2026-11-04T00%3A02%3A03Z&sr=c&sp=r&sig=IYw5%2B1Q77s8sirVliQPg2pNfewrwsqI4KDbadW0N1uc%3D) 4. Clicking **View** opens a detailed breakdown of your monthly bill, showing all charges and services for that billing period. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-L1DPRUZA.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A02%3A03Z&se=2026-11-04T00%3A02%3A03Z&sr=c&sp=r&sig=IYw5%2B1Q77s8sirVliQPg2pNfewrwsqI4KDbadW0N1uc%3D) 5. To save a copy, click **Download** to export your billing statement as a PDF — useful for your records or accounting team. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-RSSFMWTG.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A02%3A03Z&se=2026-11-04T00%3A02%3A03Z&sr=c&sp=r&sig=IYw5%2B1Q77s8sirVliQPg2pNfewrwsqI4KDbadW0N1uc%3D) 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. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-IUPUKHCX.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A02%3A03Z&se=2026-11-04T00%3A02%3A03Z&sr=c&sp=r&sig=IYw5%2B1Q77s8sirVliQPg2pNfewrwsqI4KDbadW0N1uc%3D) 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. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image-AO8LFYC2.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A02%3A03Z&se=2026-11-04T00%3A02%3A03Z&sr=c&sp=r&sig=IYw5%2B1Q77s8sirVliQPg2pNfewrwsqI4KDbadW0N1uc%3D) ## Please review this video for an overview on how to download your invoice [How to download your Invoice from the Billing portal](https://embed.app.guidde.com/playbooks/k3uKFkrWWCDTeLF83yYdPP?mode=videoOnly) 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 tab, then Billing Statements. Your Billing Portal opens. 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. ## Get a Copy of a Past Invoice or Statement of Account A statement of account is the same document as your monthly bill. You do not need to raise a case to request one — download it yourself from the billing portal using the steps above. - **Current invoices** are on the **Open Invoices** tab. - **Settled invoices from the current year** are on the **Paid Invoices** tab. - Filter by **Billing Start Date** to jump to the month you need, then view or download it as a PDF. - You can also download the **usage and service summary** alongside the statement. > [!NOTE] > Note: > > Invoices from a **previous year** are not available to download from the portal. Open a billing case with your Account ID and the months or year you need, and an agent will retrieve the invoices and email them to you. Do the same if you cannot see the Billing section at all. See [Create a Case with 8x8 Billing Support](/support/docs/create-a-case-with-8x8-billing-support). ### Frequently Asked Questions (FAQs) #### *Q: How do I get a statement of account?* ***A****: Download it yourself from the billing portal. Your statement of account is the same document as your monthly bill, available on the Open Invoices and Paid Invoices tabs.* #### *Q: How do I get invoices from a previous month or a previous year?* ***A****: Invoices from the current year are on the Paid Invoices tab — filter by Billing Start Date, then view or download. Invoices from a previous year cannot be downloaded from the portal. Open a billing case and an agent will retrieve them and email them to you.* #### *Q: I can see View Bill/Usage but not View Transaction. Why?* ***A****: View Transaction is for invoice customers only. If you pay by card, use View Bill/Usage to open and download your statement.* #### *Q: I cannot see the Billing section at all.* ***A****: You need Billing Admin or Primary Admin permissions to view invoices. See Billing Portal Login Troubleshooting.* #### *Q: Can invoices be emailed to us automatically instead?* ***A****: Invoice customers receive a summary invoice by email to their designated billing contacts. To change who receives it, see Update Your Billing Contact Email.* #### *Q: I have downloaded my bill but do not understand the charges.* ***A****: See Understanding your 8x8 bill, or Understanding Your 8x8 Invoice (UK) if you are invoiced in pounds sterling with VAT.* ## Additional Information **Understanding what you downloaded** - [Understanding your 8x8 bill](/support/docs/understanding-your-8x8-bill-2026-rewrite) - Understanding Your 8x8 Invoice (UK) - [Find Your Account ID and Billing Telephone Number](/support/docs/find-your-account-id-and-billing-telephone-number) **Access and contacts** - [Billing Portal Login Troubleshooting](/support/docs/billing-portal-login-troubleshooting) - [Update Your Billing Contact Email](/support/docs/update-your-billing-contact-email) - [New Customer Billing Portal](/support/docs/new-customer-billing-portal) **Paying and disputing** - [How do I pay my 8x8 bill?](/support/docs/how-do-i-pay-my-8x8-bill-2026-rewrite) - [Confirm a Payment Was Received](/support/docs/confirm-a-payment-was-received) - [Create and Monitor Disputes in the 8x8 Billing Portal](/support/docs/create-and-monitor-disputes-in-the-8x8-billing-portal) - [Create a Case with 8x8 Billing Support](/support/docs/create-a-case-with-8x8-billing-support)