Before You Begin
The Subscription Plan page found in settings, may look different depending on your user group and permissions. If you're unable to see options such as View Invoices, Manage Plan, Upgrade Plan, or payment management options like in the screenshot below, please reach out to your account Owner or Administrator.
Finding your invoices
Inside of D-Tools Cloud, go to Settings → Account → Subscription Plan. This is your subscription home base! You can view your current subscription in-depth, update your payment information, purchase add-ons, make reductions, and more! You'll see your auto-redfnewal date, account number, payment method on file, billing contact, and a running list of past invoices organized with the most recent at the top.
Viewing Your Invoices
In the Subscription details box at the top left of the page (where you'll see your plan name, account number, auto-renewal date, and payment details), click View Invoices in the upper right corner. This will open your full invoice history, with the most recent at the top.
Downloading a copy
Click on any invoice in the list to open the details, you’ll see the invoice number, billing date, payment date, a line-by-line breakdown of your subscription. From there, you can download a PDF copy to save or share.
