How to Download Invoices from Freshsales

Learn how to access and download invoices from your Freshsales CRM subscription account.

4 min read Last updated: January 2025

Table of Contents

Freshsales is a sales CRM software from Freshworks designed for high-velocity sales teams. Managing your Freshsales invoices is important for tracking CRM expenses. This guide will show you how to access and download invoices from your Freshsales account.

Prerequisites

You need Account Administrator access to your Freshsales account to view billing and download invoices.

1

Sign in to Freshsales

Access your Freshsales account:

  1. Go to your Freshsales URL: yourdomain.freshsales.io
  2. Or use freshworks.com/login
  3. Enter your email and password
  4. Access your account dashboard
2

Access Admin Settings

Navigate to account settings:

  1. Click on your profile icon in the top right
  2. Select "Admin Settings" from dropdown
  3. Or click settings gear icon
  4. You'll see account management options
3

Navigate to Billing

Find billing section:

  1. In Admin Settings, look for "Billing"
  2. Or click "Account" then "Billing"
  3. View your subscription plan details
  4. See billing cycle and payment method
4

View Billing History

Access your invoices:

  1. Click on "Billing history" or "Invoices"
  2. See list of all past payments
  3. Each shows date, amount, and status
  4. Filter by date range if needed

Note: Invoices show subscription charges for all users and features.

5

Download Invoice PDF

Get your billing documents:

  1. Find the invoice you want to download
  2. Click "Download" or PDF icon
  3. Invoice downloads as PDF file
  4. Save for your accounting records
6

Manage Subscription

Update billing information:

  1. In Billing section, update payment method
  2. Edit billing contact details
  3. Manage plan and user count
  4. View next billing date and amount

Tip: Freshsales sends email receipts automatically for all subscription payments.

Common Issues & Solutions

Can't access billing settings

Only Account Administrators can access billing. Contact your account admin to grant permissions or request they download the invoices for you.

Freshworks vs Freshsales billing

Freshsales is part of Freshworks. Your billing may show 'Freshworks' on invoices, which covers Freshsales and any other Freshworks products you use.

Missing recent invoices

Invoices are generated on your billing date. If you recently upgraded or changed plans, the new invoice will appear on the next billing cycle.

Multiple Freshworks products

If you use multiple Freshworks products (Freshdesk, Freshservice, etc.), they may be billed together. Check the invoice details for itemized charges.

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