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 see a Download Receipt link. Click on this link to download your receipt for that transaction. The receipt will be available as a PDF file that you can save or print for your records.
Key Considerations
Best Practice Tip: 💡 It’s recommended to download and save your receipts for future reference, especially if you need to submit them for tax purposes or company accounting.
Common Mistake: ⚠️ Make sure to double-check the transaction date and amount before downloading the receipt to ensure you’re getting the correct information.
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 at once?
A: No, currently receipts can only be downloaded one at a time by clicking the Download Receipt link next to each transaction.
Next Steps
Learn how to update your payment method
Explore troubleshooting for billing issues
Still stuck? Contact UpLead Support for further assistance.