How to Update Billing Details & Download Invoice for Your Purchase

If you haven’t entered your billing address or tax ID, it’s essential to update this information to receive a proper invoice/receipt for your purchase, which is crucial for accounting and taxation purposes. This guide will walk you through the process.

Steps to Update Your Billing Details and Obtain an Invoice/Receipt

1. Log in to SureTriggers

• Access the SureTriggers platform and log in with your credentials.

2. Access the Billing Portal

• Click on your profile icon in the top-right corner of the dashboard.
• Select “Billing” from the dropdown menu.
• A new browser tab will open, directing you to the Billing Portal.

3. Update Your Billing Details

• In the Billing Portal, click on your profile icon at the bottom-left corner of the screen.
• From the menu that appears, select “Billing”.
• Locate the “Billing Details” section on the screen.
• Click the “Update” button.
• Fill in the required fields, including:
  • Your Name
  • Phone Number
  • Company Name (if applicable)
  • Billing Address
  • Tax ID
• Once all details are updated, click “Save” to store the changes.

4. Download Your Invoice/Receipt

• On the right sidebar of the Billing Portal, click the “Orders” tab.A list of your past orders will appear.Select the order for which you want to download an invoice/receipt.Click the “Download Receipt/Invoice” button.The invoice/receipt will be displayed, allowing you to either:
  • Download it as a PDF.
  • Print it directly.

Need Help?

If you encounter any issues during this process, our support team is here to assist you. Feel free to reach out for guidance.