Invoices and Receipts
Access detailed records of all transactions.
Invoice Types
Customer Invoices
What customers receive after payment:
Subscription charge amount
Tax breakdown
Payment method
Receipt date
Download PDF link
Your Invoices
What you receive from Preppable:
Platform fees charged
Billing period
Subscriber count
Fee tier applied
Accessing Invoices
Customer Invoices
Go to Customers
Click on customer name
Go to Billing History tab
Click View Invoice on any charge
Your Invoices
Go to Billing Dashboard
Click Invoice History
Filter by date range
Download PDF or CSV
Invoice Details
Standard Invoice Fields
Invoice Number: Unique identifier
Issue Date: When invoice created
Due Date: Payment deadline
Amount: Total charge
Status: Paid, Pending, Failed, Refunded
Line Items
Description: What was purchased
Quantity: Number of units
Unit Price: Price per unit
Total: Quantity × Unit Price
Tax Information
Tax Rate: Percentage applied
Tax Amount: Dollar amount
Tax ID: Your business tax ID
Receipt Delivery
Customer Receipts
Automatically sent via:
Email: Immediately after payment
SMS: Optional, if customer opted in
In-App: Available in customer dashboard
Resending Receipts
If customer didn't receive:
Find transaction
Click Resend Receipt
Confirm email address
Receipt sent immediately
Exporting for Accounting
Export Formats
CSV: For Excel/Google Sheets
PDF: Individual invoices
QuickBooks: Direct integration (coming soon)
Xero: Direct integration (coming soon)
Export Instructions
Go to Reports → Transactions
Set date range
Select format
Click Export
Retention Period
We store invoices for:
7 Years: IRS requirement
Accessible Anytime: No deletion