View invoices, credit notes and billing details

Use Settings → System → Billing → Invoices to find invoice records and download their PDFs. Your account needs permission to view billing in the relevant workspace.

Find an invoice

1. Open Settings → System → Billing → Invoices.

2. Review the Invoice, Description, Date, Amount and Status columns. Check the displayed currency as well as the amount.

3. Search by invoice number or description. Use All statuses to choose a status, and the invoice date filters to narrow the period.

4. Clear filters if an expected record is missing, and check additional pages of results.

5. Select the invoice number or View in Actions to open its preview.

Check payment and subscription status separately when investigating a purchase or renewal.

Download the document

Use the row's download action, or open the preview and select Download, to save the invoice PDF. Open the file and check the company details, invoice number, billing period where shown, amount, currency and taxes.

If a credit note is associated with the invoice, the preview offers View credit note and View tax invoice. Choose the appropriate document and download it. A credit note and its original invoice are separate records; review both when reconciling a refund or adjustment.

Update company billing details

1. Open Settings → System → Billing → Overview and locate Billing details.

2. An administrator can select Edit address.

3. Review the company name, country, address and phone number. Complete the fields marked as required. GST number is required by the form when the country is India.

4. Select Save billing details and confirm that the overview displays the expected information.

5. Before completing a purchase, review the billing address and the checkout's displayed tax and currency details again.

Billing-profile changes do not rewrite issued invoices. Contact support with the invoice number and required correction. Assess tax treatment using the actual document and your organization’s applicable rules.

Troubleshoot a missing or unreadable invoice

• No results: check the workspace, filters and date range, then refresh. Confirm whether the purchase actually completed.

• Payment is pending: follow the payment troubleshooting guide before attempting another purchase.

• Preview fails: use Retry if offered, or try the row download action. If the saved PDF opens, you can use that copy while reporting the preview issue.

• PDF does not download: check the browser's download controls and your organization's restrictions. See browser and device preparation.

• Wrong company details or amount: preserve the document and ask support to review it before relying on it for reconciliation.

Contact CVViZ support with the invoice number, workspace, relevant date, masked payment reference and screenshot of the error. Do not include complete card details or banking credentials.