Where can I find invoices for Calendesk services?
Invoices and Payments
In this article, you will learn more about adding a payment method and tax invoices for using Calendesk services. In the images below, you will see several options and buttons found in the Billing section. In this section, there are three tabs: Invoice Details, My Invoices, and Subscription.
My invoices
In the Billing – My Invoices tab, you will find all the information about the invoices that have been issued so far. The list of invoices presented makes it easier to view them without the need to download them. From this preview, you can read the following information:
- the issue date,
- invoice number,
- amount,
- description.
Of course, using the button located on the right side of the tab, you can download each invoice in PDF format.
Invoice details
In the Invoice details tab, you will add details such as:
- tax number (NIP),
- the name of the company or the first and last name of the invoice recipient,
- the address of the invoice recipient,
- and the option to add a payment method.
In the image above, the fields for entering the prefix and tax number (NIP) are highlighted. With these two pieces of information, our system will retrieve details about your business from the GUS or VIES registry. This way, our system will automatically fill in the address, but it's worth verifying it. If you decide to change any values automatically filled in by our system, you can do so manually. Remember that any changes must be confirmed by pressing the Save button for them to be properly saved on our platform.
Adding a payment method
This element is crucial for every user using subscriptions or packages in Calendesk. If you do not add a payment method, you will not be able to perform actions such as:
- purchasing SMS and email notification packages,
- purchasing a Calendesk subscription,
- purchasing the Custom SMS Sender Name package.
Adding a payment method involves entering the card number, expiration date, CVC security code, and the cardholder's name.
After providing this information and selecting the Save button, our system will send a request to verify whether the billing details match yours and will prompt you to open your bank's mobile app to approve the addition of this card as a payment method in the Calendesk system.
Changing the payment method is done by selecting the Change payment method button and entering the new details: card number, expiration date, CVC security code, and cardholder's name. After saving the new payment method, the old one is forgotten, and Calendesk no longer has access to it.