Need to get a receipt of funds you have uploaded to Postal? We've got you covered.
Applies to: Admins
What receipts are available?
Receipts (invoices) are available for the upload of funds to your Billing Accounts. If you are looking for a way to see the movement of funds for individual sends please use the Order Report or Budget History options.
Download Your Receipts
Start by selecting Profile and Settings
Then select Billing
Select Edit Account on the account you wish to get your receipt (or invoice) from
Notice the Ledger tab on this new page.
After selecting the Ledger tab, you will see a list of all transactions on this account.
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Type
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Amount
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Date
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Balance
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User
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Action
In the Action column, select the arrow icon to initiate a pdf download. You can continue to choose this icon for every receipt you'd like to retrieve.
It’s that easy!