Every payment made toward your ReviewX plan is recorded and available from the Client Portal — useful for expense tracking, tax records, or just double-checking a charge.
Step 1: Open Billing
Sign in to the Client Portal and click Billing. You’ll see a table of every transaction: plan, transaction ID, amount, and payment date.
Step 2: Download an invoice
Open the ⋮ menu on any transaction row and click Download Invoice — a PDF invoice downloads directly.
No invoice available?
If a row shows “Transaction id unavailable,” that transaction doesn’t have an invoice attached (this can happen for very old or manually-adjusted entries) — contact our support team if you need documentation for that specific charge.
