{"id":2861,"date":"2022-07-10T11:23:31","date_gmt":"2022-07-10T10:23:31","guid":{"rendered":"https:\/\/monta.com\/uk\/?post_type=help-center&#038;p=2861"},"modified":"2024-04-02T09:47:04","modified_gmt":"2024-04-02T08:47:04","slug":"find-export-invoice-transactions","status":"publish","type":"help-center","link":"https:\/\/monta.com\/en\/help-center\/find-export-invoice-transactions\/","title":{"rendered":"Find and export invoices"},"content":{"rendered":"\n<p>In this guide you will see where to find your invoices in Monta Hub. <\/p>\n\n\n\n<p>Please note that finding and exporting invoices requires different permissions. <\/p>\n\n\n\n<p><strong>Operator invoices<\/strong> can be exported by Operator users with Admin and Manager rights. <\/p>\n\n\n\n<p><strong>Team invoices<\/strong> can be exported by the Team Owner and Team Admins with the right to configure the Wallet. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Find Operator invoices<\/h2>\n\n\n\n<p>Operator accounts can find their invoices on the left side menu in Monta Portal. <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on <strong>Payment &amp; billing <\/strong>on the side menu<\/li>\n\n\n\n<li>Find the invoice and click to open <\/li>\n\n\n\n<li>Click on Download PDF to get the invoice document<\/li>\n\n\n\n<li>Click on Export transactions (CSV) to receive a csv file with all transactions to your email<\/li>\n<\/ol>\n\n\n\n<div>\n        <script src=\"https:\/\/js.storylane.io\/js\/v1\/storylane.js\"><\/script>\n        <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(54.10% + 27px);width:100%;height:0;transform:scale(1)\">\n          <iframe class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/jzjpvtgknnwa\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n        <\/div>\n      <\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Find Team invoices<\/h2>\n\n\n\n<p>Team invoices are located in the Team Wallet.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Team and select the <strong>Payment <\/strong>tab<\/li>\n\n\n\n<li>Select <strong>Invoices<\/strong><\/li>\n\n\n\n<li>Click to open the invoice<\/li>\n\n\n\n<li>Click on <strong>Download PDF<\/strong> to get the invoice document<\/li>\n\n\n\n<li>Click on<strong> Export transactions (CSV)<\/strong> to receive a csv file with all transactions to your email<\/li>\n<\/ol>\n\n\n\n<div>\n        <script src=\"https:\/\/js.storylane.io\/js\/v1\/storylane.js\"><\/script>\n        <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(54.10% + 27px);width:100%;height:0;transform:scale(1)\">\n          <iframe class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/vpnw0lfpjiks\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen; camera; microphone\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n        <\/div>\n      <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn where to access your invoices via Monta Hub. <\/p>\n","protected":false},"author":16,"featured_media":0,"parent":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false},"help_cat":[315],"help_tags":[412],"class_list":["post-2861","help-center","type-help-center","status-publish","format-standard","hentry","help_cat-invoices","help_tags-hub"],"acf":{"faq_post":false,"brand_name":"","brand_image":"https:\/\/monta.com\/uk\/wp-content\/uploads\/sites\/12\/2024\/08\/cpu.svg","portal_article_order":"1","app_article_order":""},"_links":{"self":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help-center\/2861","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help-center"}],"about":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/types\/help-center"}],"author":[{"embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/users\/16"}],"wp:attachment":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/media?parent=2861"}],"wp:term":[{"taxonomy":"help_cat","embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help_cat?post=2861"},{"taxonomy":"help_tags","embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help_tags?post=2861"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}