How to Manage Invoice Receipts and Access in Ninety
You can receive Ninety invoices by email each billing cycle or download them directly from the billing portal. Only users with the Owner or Admin role can access Billing settings; if you don't see billing options in your account, contact your Owner or Admin.
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:
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.
Check your user role if you experience access issues. Only Admins and Owners 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
Owners and Admins have full access to all billing information and settings. They can receive invoices via email automatically, modify billing email addresses and payment methods, and forward invoices to other team members as needed.
Managers and Observers cannot directly access billing information by default. They require permission adjustments from an Admin or Owner, granted through the Role access section on the Directory page.
Modifying billing access
An Admin or Owner can update role permissions by:
Navigating to the Directory tool.
Selecting the user whose access needs modification.
Adjusting permissions in the Role access section.
Learn more in Using the Directory Tool.
Downloading invoices from the billing portal
If you prefer to download invoices directly rather than relying on email delivery, follow these steps:
Navigate to Settings > Billing > Billing Portal within Ninety.
Find the Invoices or Billing History section.
From here, you can view all past and current invoices, download PDF copies of receipts, and review payment history and transaction details.
This method provides immediate access to all historical invoices and serves as a backup to email delivery.
Troubleshooting
Issue: Invoices are missing from your email.
Solution:
Verify the billing email address is correctly entered in your account settings.
Check your spam or junk folder for filtered messages.
Confirm your user role has appropriate billing access permissions, and contact your account Admin or Owner if you lack them.
Issue: You cannot access the billing portal.
Solution:
Confirm you have Owner or Admin role permissions.
Ask an Admin or Owner to adjust your role access if needed.
Try logging out and back in to refresh your permissions.
Issue: Email delivery issues persist.
Solution:
Update your billing email address if it has changed.
Use the direct download method as an alternative.
If issues persist despite correct settings, contact support.
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.