How to Create an Invoice from OptinMonster

Do you need an invoice for your OptinMonster subscription? We make it quick and easy! Here, we’ll show you how to generate a professional invoice for your OptinMonster subscription in minutes.

  1. Select Current Plan from Account Page
  2. Select the ‘Generate Invoice’ Button
  3. Enter Invoice Details
  4. Download the Generated Invoice

Step 1 – Select Current Plan from Account Page

First log into your OptinMonster account.

Then, click on your name at the top right followed by My Account.

Click on My Account

From the My Account page, click on Billing at the top.

Dashboard Click Billing

Step 2 – Select the ‘Generate Invoice’ Button

This will open the Billing page with all purchases listed. Scroll to the specific purchase you wish to generate an invoice for and select the Generate Invoice button.

Dashboard Generate Invoice

Step 3 – Enter Invoice Details

You will now have the ability to enter the specific details you require on the generated invoice.

We know that each company has different accounting policies thus require different information on an invoice. With the forms provided, plus the Custom Notes field, you should be able to include all of your required information.

After you have filled out the fields you require, select the Generate Invoice button to generate the invoice.

Click the Generate Invoice Button

Step 4 – Download the Generated Invoice

The invoice will start downloading automatically in PDF format.

Sample Invoice

After opening the invoice, you can print the invoice or email the file as needed.

Are you ready to start using OptinMonster? See our guide on creating a campaign to get started!