Whether you need a record for bookkeeping or simply want to double-check your billing, Practice by Numbers makes it easy to access your invoice history. There are two different ways to view and download invoices: via the original Settings page or the New Settings page.
Option 1: View Invoices from the Original Settings Page
This method takes you through the classic settings layout and provides a direct link to manage your billing.
Step 1: Go to the Original Settings Page
Click the profile icon in the top-right corner of your screen.
Select “Settings” from the dropdown menu (do not click "New Settings").
In the left-hand menu, click Billing.
Step 2: Click "Manage Billing"
You’ll be taken to a Stripe-hosted billing page.
From here, you can:
Manage your payment method
View all past invoices
Download PDFs of each invoice
Each invoice will display:
Invoice ID
Date
Description
Amount
Payment status
A Download link (click the external link icon)
Option 2: View Invoices from the New Settings Page
This updated interface provides quick access to your billing history inside the platform.
Step 1: Open the New Settings Area
Click the profile icon in the upper right corner.
Select “New Settings” from the dropdown.
Step 2: Navigate to Billing > Payment History
In the left-hand menu, select Billing.
Then click “Payment History.”
You’ll now see a table showing:
Invoice Date
Invoice Number
Customer
Amount
Status (e.g., Paid, Draft)
For each invoice, you’ll find two buttons:
PDF – to download the invoice
View – to see invoice details within the platform
What You Can Do With These Invoices
🔎 Feature | 🧾 What You Get |
Downloadable PDFs | Print or store for accounting & taxes |
Line Item Details | See what services were billed |
Status | Confirm if the invoice is paid or still in draft |
Timestamps | Track exactly when a charge occurred |
Why This Is Helpful
Full Transparency: No guessing—see exactly what you're paying for.
Professional Bookkeeping: Keep organized records for taxes, audits, or budgeting.
Billing Control: Review status and timing of every subscription or service.
Easy Management: Update payment methods via the Stripe portal.
Tip
If you see an invoice marked as Draft in the New Settings area, it means it's not yet finalized for billing. Once it's marked Paid, you can safely download it for your records.