For security and GDPR reasons, only the account owner can request a copy of an invoice, ask for an invoice to be resent, or change the email address invoices are sent to.
Why we require this?
Invoices and billing details often include company financial and payment information. We can only act on billing-related requests (resending invoices, updating the invoice recipient email, or changing the billing address) when they come directly from the account owner, even if the person asking works for the company or is acting on its behalf.
If you're not the account owner
If you need ongoing access to invoices, the account owner can add you as a user on the account:
Click the user avatar (top right) → "Manage my account" → "Users" → "+ Add user"
Enter the email address. Thew additional user will get an invitation to access the account
Once added, you can view and download invoices yourself.
If you are the account owner / an additional user
To download or resend an invoice:
Log in → user avatar → "Manage my account" → "Billing" page, which lists your full billing history with a download link per invoice.
To change the invoice email or billing details:
Use the secure billing portal (login with your registered Capitalise email; you'll get a one-time password to access it).