Understanding Your Invoice

Invoices & Receipts

LeanPBX generates an invoice for every completed transaction on your account. Invoices are available as downloadable PDF files for your bookkeeping and records.

How to Download an Invoice

1

Open Billing Overview

Go to Billing > Billing Overview in the sidebar.

2

Find Your Transaction

Scroll down to the Recent Transactions table and locate the transaction you need.

3

Download the PDF

Completed transactions show a download icon on the right side of the row. Click it to save the invoice as a PDF file.

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Note

Invoices are only available for completed transactions. Pending or failed transactions do not have downloadable invoices.

What Your Invoice Includes

✓ Receipt number — unique reference
✓ Date — when it was processed
✓ Description — what the charge was for
✓ Amount — total transaction amount
✓ Payment method — card, PayPal, or balance

Transaction Types Explained

➕ Top-up

Funds you added to your account via credit card or PayPal. These are credits to your balance.

📅 Billing

Monthly recurring charges — your subscription plan fee and phone number fees, deducted on the 1st.

🛒 Purchase

One-time charges such as purchasing a phone number or switching to a higher plan (prorated).

↩ Refund

A credit returned to your account balance, typically issued by our support team.