Download Instructions for Instantly
To get your Instantly invoices and receipts, follow these steps:
- Log in to your Instantly account (if you aren't already logged in)
- Look for Billing or Payment Settings
- Download the invoices and receipts to your computer
Once done, you already have everything you need!
About Instantly
Instantly is a cold email and outreach platform. Billing and invoices are in the settings.
Log in at app.instantly.ai and go to settings, then billing. You will see past invoices and payment history.
Invoices are generated for subscription plans. Download them for your accounting or expense tracking.
Ensure your billing email is correct. For team accounts, admins may control billing access.
Quick Access to the Official Portal
Access your Instantly invoices and receipts directly through their official portal:
Go to
Instantly Billing PortalInstantly: where to find documents faster
For Instantly, the official billing entry point is on app.instantly.ai. Use these portal-specific hints to avoid generic navigation dead ends.
- Start here first: Billing / Billings.
- If not visible, check: Account settings / Admin area and then Invoices / Billing history.
- Instantly can usually be connected for more automated collection workflows in Tailride.
- Most useful files to prioritize: payment invoices, fee breakdowns, and receipts.
Checklist before downloading
- Confirm the selected workspace or account is the right one.
- Set the date range for the month/quarter you need.
- Download both invoice and receipt when available.
- Keep files in PDF and avoid renaming before accounting import.
Tips for Success
- Verify your logged in account is the correct one
- Make sure to have the correct billing information for tax purposes
- If you can set up email forwarding, do it to get the files on your email every month
- Contact Instantly support if you can't find your invoices
