Finding your invoice or recepts on Chartnote

Viewing your Chartnote invoice history and receipt details

This guide provides a straightforward method for accessing and managing your Chartnote invoice history and receipt details. By following the steps outlined, users can easily review their billing records and save important documents for future reference. It simplifies the process, ensuring that users have a clear understanding of their financial transactions. Viewing this guide will help streamline your invoicing experience and enhance your financial organization.


Step 1: Sign in

Go to chartnote.com/home and sign in with your account credentials.

Step 2: Open Settings

Once logged in, locate and click on Settings in the navigation menu.

Step 3: Go to Billing & Plans

Inside the Settings menu, select Billing & Plans.

Step 4: Access Invoices

Scroll down the page until you find the Invoices section.
Click on the invoice list area to open your available documents.

Step 5: Save an Invoice

Next to each invoice, you’ll see a Save option.
Click Save to download a copy to your device.

Step 6: View Invoice Details

If you want to see the full invoice, click directly on the invoice entry.

Step 7: Open the File

A file containing your invoice will open in a new window or download automatically.
From there, you can view, print, or store the document for your records.


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