Managing and accessing invoices in Ninety can be accomplished through multiple methods, depending on your email settings and user role. This article explains how to ensure invoices are received via email, download them directly from the billing portal, and address common access issues.

Receiving Invoices Automatically by Email

Invoices are automatically emailed each billing cycle to the billing email address configured in your Ninety account. To ensure you receive invoices by email:

1. Verify your billing email address is correctly set in the Ninety system. If the billing email is accurate, invoices will automatically be sent to this address each billing cycle.
2. Check your user role if you experience access issues. Only Admin and Owner roles can directly access billing information to configure invoice settings.

Note: Billing cycles occur monthly for monthly subscriptions and annually for annual subscriptions.

Understanding Role-Based Invoice Access

In Ninety, access to billing information is strictly tied to user roles and permissions:

Admin and Owner Roles

• Full access to all billing information and settings.
• Can receive invoices via email automatically.
• Can modify billing email addresses and payment methods.
• Can forward invoices to other team members as needed.

Manager and Observer Roles

• Cannot directly access billing information by default.
• Require permission adjustments from an Admin or Owner.
• Can be granted access through the 'Role Access' section on the Directory page.

Modifying Billing Access

An Admin or Owner can update role permissions by:

1. Navigating to the Directory tool.
2. Selecting the user whose access needs modification.
3. Adjusting permissions in the 'Role Access' section.

Downloading Invoices from the Billing Portal

If you prefer to download invoices directly rather than relying on email delivery, follow these steps:

1. Navigate to Settings > Billing > Billing Portal within Ninety.
2. Find the Invoices or Billing History section.
3. Here, you can:
   1. View all past and current invoices.
   2. Download PDF copies of receipts.
   3. Review payment history and transaction details.

This method provides immediate access to all historical invoices and serves as a backup to email delivery.

Troubleshooting Common Invoice Issues

Missing Invoices in Email

• Verify the billing email address is correctly entered in your account settings.
• Check your spam/junk folder for filtered messages.
• Confirm your user role has appropriate billing access permissions.
• Contact your account Admin or Owner if you lack necessary permissions.

Cannot Access Billing Portal

• Confirm you have Admin or Owner role permissions.
• Ask an Admin or Owner to adjust your role access if needed.
• Try logging out and back in to refresh your permissions.

Email Delivery Issues

• Update your billing email address if it has changed.
• Consider using the direct download method as an alternative.
• Contact support if issues persist despite correct settings.

Best Practices for Invoice Management

• Regularly verify your billing email address remains current.
• Download and archive important invoices for your records.
• Ensure multiple team members have billing access for redundancy.
• Review invoices promptly each billing cycle for accuracy.