Skip to content
Submit a Support Ticket
  • There are no suggestions because the search field is empty.

Where do I find my Sophiie invoices?

Sophiie's invoices to you live at Settings → Workspace → Billing, on the Invoices tab — the page opens on the Subscription tab, so click across. Don't confuse this with Invoices in the main sidebar: that area is for invoices your business sends its own customers, nothing to do with your Sophiie bill — see "How do invoices work in Sophiie?" for that side.

Steps

  1. Go to Settings → Workspace → Billing (the page is titled Billing & plan).
  2. The page opens on the Subscription tab — click the Invoices tab to see your invoice history.
  3. Find the invoice you're after. The filter pills All / Paid / Unpaid each show a count, the search box matches the invoice number, and the list shows 10 per page. Each row shows the date, the amount and a status: Paid, Unpaid, Draft, Void or Uncollectible. On a phone the status and invoice number are hidden to save space — open the page on a computer to see them.
  4. Open the ⋯ menu at the right of the invoice row. View invoice opens the invoice in a new tab (hosted by Stripe, our payment provider); Download PDF opens the PDF in a new tab so you can save it. A draft invoice may not have either option yet.

Managing your subscription and payment details

These live on the Subscription tab of the same page:

  • Manage plan changes your plan in-app.
  • Open portal takes you to the payment portal, where you can update your card and billing details. The payment-method card also has its own edit action that goes to the same place.
  • Cancel subscription starts the cancellation flow. If your account is still on a trial, the button reads Cancel trial instead.
  • If a payment fails, you'll see a banner on the page with an Update payment method button.

Common Questions

I opened Settings → Workspace → Billing and can't see any invoices — where are they?

You're looking at the Subscription tab, which is where the page opens. Click the Invoices tab next to it.

Which plans get invoices here?

Any account that's been billed — Starter, Pro, Max or Enterprise. A Free account sees the plan picker (Starter, Pro and Max) in place of the subscription card, and won't have any invoices until it subscribes.

When does billing start — when I subscribe, or when I go live?

When you subscribe. Billing starts the day you sign up to the subscription, not the day you go live — so your first invoice is dated from sign-up, and onboarding happens inside your first billing period. If something about your first invoice doesn't look right, email support@sophiie.ai or call +61 7 5620 4640 and we'll go through it with you.

Why can't I see the Billing page at all?

Billing is permission-gated. You need to be the organisation owner, an admin, or a team member who's been given the Billing access item. Without it, Billing doesn't appear in your settings menu at all. Ask your account owner or an admin to open it for you or to update your access.

Need More Help?

If you can't find an invoice or your billing page isn't showing what you expect, ask Sophiie Assistant in your dashboard first — she can guide you or make the change for you. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.