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# Invoice access

Every successful Pivotal charge generates a PDF invoice. Invoices live under **Admin > Billing > Invoices** and stay there for the life of the workspace. The Owner role and any Admin can view, download, and forward them.

## Where can I find past invoices?

Open **Admin > Billing > Invoices**. The list shows every invoice with date, amount, and status (Paid, Refunded, Failed). Click a row to see the line items (seats, plan, proration, credits). The **Download PDF** button on each row pulls the receipt your finance team will recognize. Bulk download is not in the UI yet; if you need every invoice for an audit, email [help@pivotal.app](mailto:help@pivotal.app) with your workspace slug and the date range.

## How do I send every invoice to finance without giving them an admin seat?

Add a billing recipient. Under **Admin > Billing > Recipients**, click **Add recipient**, paste the finance email, and choose which events trigger an email: every invoice, only failed charges, or both. Recipients receive the invoice PDF as an attachment and a link to view it in Pivotal. They do not get a login, do not count as a seat, and cannot see anything else in the workspace.

You can add up to ten recipients. Use a distribution list (`ap@yourcompany.com`) if your finance team rotates the inbox.

## Can I forward a single invoice without setting up a recipient?

Yes. On any invoice row, click the three-dot menu and choose **Forward**. Enter one or more emails (comma-separated), add an optional note, and click **Send**. Pivotal emails the PDF directly from [billing@pivotal.app](mailto:billing@pivotal.app) with your workspace's branded header.

## How do I add VAT, GST, or a PO number to invoices?

VAT and tax ID live under **Admin > Billing > Tax details**. Add your company's tax ID, country, and address. Pivotal applies it to every future invoice and re-renders the current cycle's invoice on save. Past invoices stay as-issued; if you need a past invoice re-issued with tax details, email [help@pivotal.app](mailto:help@pivotal.app).

PO numbers are per-invoice. On the upcoming-invoice card at the top of **Admin > Billing**, click **Add PO number** and the next invoice ships with the PO printed at the top. To add a PO to every invoice going forward, set the default under **Admin > Billing > Defaults**.

## What if a teammate paid out of pocket and needs a personal receipt?

Receipts and invoices are the same PDF in Pivotal. Forward it from the Invoice list, or have the teammate email [help@pivotal.app](mailto:help@pivotal.app) with the charge date and amount; the team can reissue with a different billing name on it.

## Do invoices show seat counts and who joined when?

Yes. Each invoice line item lists the plan, the seat count at billing time, and a proration line per seat added or removed during the cycle. The proration line names the teammate. Your finance team will see "Acme: Team plan, 12 seats" plus "Seat added: [jane@acme.com](mailto:jane@acme.com), 14 days proration."

## Related

* [Payment method](/product/setup/payment-method)
* [Plans and seats](/product/setup/plans-and-seats)
* [Roles and permissions](/product/setup/roles-and-permissions)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.