How to view receipts/invoices?
You can find your receipt/invoice within your job!
To view your invoices/receipts for jobs you've submitted with Taxfyle, go to your payment history.
When you're logged into the portal, click Account at the bottom of the left-hand navigation, then select Payment details.
Scroll down to the Payment history section. Each row shows the receipt number, the date paid, the payment method, and the amount paid. Click the three dots (More options) button at the end of a row and choose View receipt (your receipt opens in a separate tab). You can also choose View job to jump to the job that payment belongs to.
Pro Tip: Payment history here covers every job on your account. To see the charges for one specific job, open the job and go to its Billing tab, where you'll find Your summary (subtotal, amendments, discounts, and total) alongside that job's payment history.
If a payment doesn't have a View receipt option, a receipt isn't available for that transaction, contact support, and we can send you a copy.