How Can I Provide Copies Invoices to My Customers?

Recurly offers several options to provide your customers with their invoices and payment information:

1. Download Individual PDFs: You can download a PDF version of a single invoice. To do this, go to the specific invoice on the customer's account in the Recurly Admin Console. Under the "Invoice Actions" dropdown menu in the top right-hand side, you can download the PDF to send to your customer.

2. Use an Export: If your customer only needs the invoice numbers and data without a PDF file, you can pull an Invoices - Summary Export for "All Time." You can then filter the data by the account_code to find their invoices and send them the details in an Excel file.

3. Enable a Hosted Page: You can enable the Hosted Account Management page and set the customer access to "account login." This option is located in the Recurly Admin Console under Configurations > Hosted Page Settings. Once enabled, you can provide your customer with their unique Hosted Account Management URL (found on the bottom right-hand side of their account page) so they can log in to view and download their invoices as needed.

4. Automate with Email: If the "account login" option is enabled in Hosted Page Settings, you can customize your Recurly emails with the account_hosted_maintenance_url parameter. This will place a secure, direct link in the email that the customer can click to enter their account and view their invoices and payments.