Billing and invoices
Payment history and invoice or receipt views.
Quick start
- Sign in and open
Settings→ Payment History (/settings/paymentHistory), or jump straight to that URL. - Find a charge in the list, then click View under Invoice to open the receipt at
/settings/invoices/[ref](opens in a new tab). - On the invoice page, click Print to print or save a PDF via your browser’s print dialog. Use Back to payment history to return to the list.
- You should now see past charges on Payment History and a Portura invoice/receipt you can print.
There is no separate Download button on the invoice page — use Print and choose “Save as PDF” (or your browser’s equivalent) if you need a file.
Deep dive
Payment History list
Payment History (/settings/paymentHistory) is the Settings tab for reviewing charges, token purchases, and receipts. The header copy: Review charges, token purchases, and receipts.
When you have payments, the table shows:
| Column | What you see |
|---|---|
| Date | When the charge was recorded |
| Description | Short label for the charge (or Payment if none) |
| Amount | Amount in USD |
| Status | e.g. succeeded, failed, refunded, processing |
| Invoice | View link when a receipt is available; otherwise — |
The list paginates (10 per page). If you have never been charged, you see No payments yet.
Plan upgrades, token/credit purchases, and similar checkouts are managed on Billing — see Plans and tokens. Account shell overview: Account settings.
Opening an invoice
Click View to open /settings/invoices/[ref] in a new tab. That page shows a Portura invoice or receipt (logo, document label and number, status, date, bill-to name/email, line items, totals, and optional payment details such as card brand/last four or a payment reference).
Toolbar actions:
- Back to payment history — returns to
/settings/paymentHistory - Print — opens the browser print dialog (
window.print()); toolbar controls stay hidden on the printed page
After checkout
Successful membership upgrades, account-credit purchases, and similar payments appear on Payment History for your signed-in account (user-level, not per portfolio). Allow a short delay after checkout if a new row is not visible yet, then refresh the tab.
You do not need a Stripe customer dashboard to view Portura charges or receipts. Use Payment History and the in-app invoice page only.
Do not share invoice URLs that contain payment references with people who should not see your billing details.
Support on invoices
Each invoice includes Portura’s support address: support@portura.ai (also as a mailto link in the footer). Use that address for questions about a specific invoice or receipt.
Tips
- Bookmark
/settings/paymentHistorywhen you need receipts often (expense reports, taxes). - Prefer Print → Save as PDF for a portable copy; there is no separate download control.
- Failed or refunded rows still appear in history — check Status before treating a charge as paid.
- Change plan, tokens, and cards on Billing; use this tab for history and receipts only.
- On Payment History, use the ? next to the title for a short reminder and a Learn more link back to this article.
Need plan or token status? That lives on Billing, not Payment History — Plans and tokens.
Troubleshooting
No payments yet after I upgraded or bought credit
- Confirm checkout finished successfully on Billing.
- Refresh Payment History or wait a moment and open the tab again.
- Confirm you are signed in to the same account that completed payment.
View is missing (— under Invoice)
- Some rows may not have a printable invoice yet. Check Status and try again later.
- If the charge succeeded but View never appears, contact support@portura.ai with the date and amount from the list.
Print looks wrong or is blank
- Use Print on the invoice page itself (
/settings/invoices/[ref]), not the Payment History table. - Allow pop-ups/print dialogs in your browser, then try again.
- Choose a PDF printer or “Save as PDF” if you need a file instead of paper.