Invoices
Access your complete billing history, download invoices, and manage your payment methods from the Billing section.Viewing Invoices
Go to Admin > Billing > Invoices to see your complete invoice history. Each invoice entry shows:| Column | Description |
|---|---|
| Invoice Number | Unique identifier for the invoice |
| Date | When the invoice was generated |
| Period | The billing period covered |
| Plan | The subscription plan for that period |
| Amount | Total charged |
| Status | Paid, Pending, or Failed |
| Actions | Download PDF, view details |
Invoice Statuses
Paid
Paid
Payment was successfully processed. The invoice PDF is available for download.
Pending
Pending
The invoice has been generated but payment has not been processed yet. This typically resolves within 24 hours.
Failed
Failed
The payment attempt failed. Check your payment method and retry. SalesOS will attempt to charge the card again automatically over the next few days.
Downloading Invoices
Click Download PDF next to any invoice to get a PDF receipt. The PDF includes:- Your company name and billing address
- Invoice number and date
- Plan details and period
- Line items and amounts
- Tax information (if applicable)
- Payment method used
Payment Methods
Adding a Payment Method
Enter card details
Enter your credit or debit card number, expiration date, CVV, and billing address. All payment data is processed securely and never stored on SalesOS servers.
Supported Payment Methods
- Credit cards (Visa, Mastercard, American Express)
- Debit cards
- Corporate cards
SalesOS uses industry-standard encryption for all payment processing. Card details are handled by our payment processor and never stored on SalesOS infrastructure.
Managing Payment Methods
- Set as default — Choose which card is charged for recurring payments
- Remove — Delete a payment method (you must have at least one active method)
- Update — Edit expiration date or billing address
Billing Address
Your billing address appears on invoices and is used for tax calculations. Update it at Admin > Billing > Billing Address. Required fields:- Company legal name
- Street address
- City, State/Province
- ZIP/Postal code
- Country
- Tax ID (CNPJ for Brazilian companies)
Failed Payments
If a payment fails:- SalesOS sends an email notification to all workspace admins
- The system retries the charge after 3 days, then again after 7 days
- If all retries fail, the subscription enters a grace period (14 days)
- During the grace period, the platform remains accessible but a payment banner is displayed
- After the grace period, the workspace is suspended until payment is resolved
Resolving Failed Payments
- Go to Admin > Billing > Payment Methods
- Update your card information or add a new card
- Click Retry Payment on the failed invoice
- Once the payment succeeds, the warning banner disappears