How to Access Invoices and Receipts in Your Intaker Dashboard

Managing your billing information has never been easier! You can now view your invoices, download receipts, and update your payment details directly within your Intaker dashboard.

Follow the steps below to navigate to your billing portal:

Step-by-Step Guide

Log in to Your Intaker Account
Start by logging into your Intaker dashboard with your credentials.
Navigate to the Settings Tab
Once logged in, locate the Settings tab on the left-hand side of the dashboard and click on it.
Access the Billing Section
After selecting Settings, scroll down the menu that appears until you see Billing. Click on it to expand the billing options.
Go to Payments
Select Payments to be directed to your billing portal.

What You Can Do in the Billing Portal

View Invoices: Access a detailed list of your past and current invoices.
Download Receipts: Download receipts for your records or accounting purposes.
Update Payment Information: Easily update your credit card or ACH payment details to ensure seamless billing.

Caution:

The billing portal can only be accessed by someone with Admin level access on your account.

Need Help?

Our support team is here to help with any questions or issues! Feel free to reach out through the chat or email us at support@intaker.me.

We hope this feature makes managing your account easier!

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