Table of Contents
1
Log into Salesforce Org
Sign in to your Salesforce organization using your admin credentials. You need System Administrator privileges to access billing and subscription information.
2
Access Setup Menu
Click on the gear icon in the top-right corner and select "Setup" from the dropdown menu. This will take you to the Salesforce Setup area.
3
Navigate to Company Information
In the Setup menu, use the Quick Find box to search for "Company Information" or navigate to Administration → Company Information.
4
Access Billing Information
Look for "Billing" or "Subscription" links within the Company Information section. This may also be under "Billing & Usage" in some Salesforce editions.
5
View Invoice History
In the billing section, locate "Invoice History" or "Payment History" to see all your past Salesforce invoices and payments.
6
Download Invoice PDF
Click on the "Download" or "View PDF" link next to each invoice to download the detailed billing statement for that period.
7
Access Partner Portal (if applicable)
If you purchased through a Salesforce partner, you may need to access the partner portal for invoices. Contact your Salesforce account representative for portal access.
Common Issues & Solutions
Cannot find billing section
Ensure you have System Administrator permissions. Some Salesforce editions may have billing managed externally by partners.
Invoices not available in org
If you purchased through a partner, invoices may only be available through the partner portal, not directly in Salesforce.
Missing recent invoices
New invoices may take 1-2 business days to appear in the system after payment processing.
Cannot download PDF
Check your browser's popup blocker settings and ensure PDF viewing is enabled. Try using a different browser if issues persist.
Limited invoice history
Salesforce typically keeps 2-3 years of invoice history online. For older invoices, contact Salesforce support directly.
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