This article explains how to access your Gelato billing information. It covers how to download individual receipts, generate billing reports, understand monthly invoices, and download account statements.
Individual Receipts and Monthly Invoices
Gelato provides flexible options to manage your billing information, allowing you to download individual receipts or opt for monthly consolidated invoices.
Note: By default, Gelato generates individual receipts for every order, but you can modify your invoice preferences. Learn how to here.
Individual Receipts
You can easily download a PDF receipt for any order. Here’s how to access your individual receipts:
Go to the order details page.
Click the download button to save your receipt.
For a more comprehensive view of all your transactions, you can download a Billing Receipts Report, which compiles all billing information into a single document. To download this report:
Log in to your Gelato Dashboard.
From the "Orders" menu, select "Billing Receipts."
Choose your preferred format (XLS or CSV) to download.
Monthly Invoices
Monthly invoices provide a consolidated overview of all orders placed within a calendar month, organized by billing entity, tax rate, and order currency.
Note: The monthly invoices tab becomes visible only after changing the preferences from "Invoice per order" to "Monthly invoices".
Depending on your order history, you may receive multiple invoices for a single month. To access your monthly invoices:
Log in to your Gelato Dashboard.
Click on your initials in the upper right corner.
Navigate to Billing > Monthly Invoices.
Changing Invoice Preferences
You can switch between receiving individual receipts for each order or a monthly invoice. By default, Gelato generates individual receipts for every order, but you can modify your invoice preferences:
Log in to your Gelato Dashboard.
Click on your initials in the upper right corner.
Navigate to Settings > Company > Invoice frequency.
Select your preferred invoice frequency.
Note: Only orders placed after you change these settings will be included in the monthly invoice. To ensure a smooth transition, we recommend switching to monthly invoices right before the start of a new month.
Account Statement and VAT Report
Your Account Statement provides a comprehensive financial overview, including a VAT report detailing all orders within a specified timeframe. To download your statement:
Go to the "Orders" section and click on "Export."
Select "Export Account Statement."
Choose the desired time frame for your report.
Click "Export".
You’ll receive an email with a link to download your statement.
