> ## Documentation Index
> Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoices

> View invoice history, manage payment methods, and download receipts for your SalesOS subscription.

# 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

<AccordionGroup>
  <Accordion title="Paid">
    Payment was successfully processed. The invoice PDF is available for download.
  </Accordion>

  <Accordion title="Pending">
    The invoice has been generated but payment has not been processed yet. This typically resolves within 24 hours.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

### 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

<Tip>
  Need to download multiple invoices at once? Use the checkbox selection and click **Download Selected** to get a ZIP file with all selected invoice PDFs.
</Tip>

## Payment Methods

### Adding a Payment Method

<Steps>
  <Step title="Go to Admin > Billing > Payment Methods">
    Open the payment methods section.
  </Step>

  <Step title="Click Add Payment Method">
    Click the **+ Add** button.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Click **Save**. The new card is available for future charges.
  </Step>
</Steps>

### Supported Payment Methods

* Credit cards (Visa, Mastercard, American Express)
* Debit cards
* Corporate cards

<Note>
  SalesOS uses industry-standard encryption for all payment processing. Card details are handled by our payment processor and never stored on SalesOS infrastructure.
</Note>

### 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:

1. SalesOS sends an email notification to all workspace admins
2. The system retries the charge after 3 days, then again after 7 days
3. If all retries fail, the subscription enters a grace period (14 days)
4. During the grace period, the platform remains accessible but a payment banner is displayed
5. After the grace period, the workspace is suspended until payment is resolved

<Warning>
  Keep your payment method up to date to avoid service interruptions. Update your card before it expires.
</Warning>

### Resolving Failed Payments

1. Go to **Admin > Billing > Payment Methods**
2. Update your card information or add a new card
3. Click **Retry Payment** on the failed invoice
4. Once the payment succeeds, the warning banner disappears

## Next Steps

<CardGroup cols={2}>
  <Card title="Plans" icon="credit-card" href="/admin/billing/plans">
    Compare subscription plans
  </Card>

  <Card title="NFS-e" icon="file-invoice-dollar" href="/admin/billing/nfse">
    Electronic invoicing for Brazilian companies
  </Card>
</CardGroup>