In this article, you’ll find:
How to Access Your Receipts
Step 1: Navigate to Your Profile
Log into your UpLead account. Click on your Profile Icon located at the bottom-left corner of the page to open the menu.
Step 2: Go to the Billing Section
In the menu, click on Billing to open your billing details and transaction history.
Viewing and Downloading Receipts
Step 1: Locate Your Billing History
Once in the Billing section, you will see your Billing History displayed with all recent transactions.
Step 2: View Transaction Details
Click on any transaction to view detailed information such as the plan, transaction date, and amount charged.
Step 3: Download Your Receipt
Next to each transaction, you’ll now see two clickable links:
Download Receipt
Download Invoice
Clicking either link will download the corresponding PDF document directly to your device, which you can save or print for your financial records.
Key Considerations
Best Practice Tip: Always download and save both receipts and invoices for tax purposes or internal accounting.
Common Mistake: ⚠️ Double-check transaction dates and amounts before downloading to ensure accuracy
FAQs
Q: How do I view my billing history?
A: Go to your Profile, click Billing, and you will see a list of all your transactions under Billing History.
Q: Can I download multiple receipts or invoices at once?
A: No, each receipt or invoice must be downloaded individually via the respective link next to each transaction.
Next Steps
Still stuck? Contact UpLead Support for further assistance.