For tax preparation, bookkeeping, and business expense accounting, ReviewX maintains a permanent repository of every subscription renewal, upgrade, and purchase. You can review past transactions and download official PDF tax invoices directly from the Client Portal.

Figure 1: Client Portal navigation to the centralized billing and invoice archive.

Step 1: Navigate to Billing & Invoices

1. Sign in to the ReviewX Client Portal.
2. Select Billing from the primary navigation menu.

Step 2: Review Transaction Ledger

The billing dashboard displays your payment history with complete metadata:

• Invoice ID: Unique alphanumeric accounting reference number.
• Date: The exact date and timestamp of payment processing.
• Plan / Item: The specific plan tier (e.g. Pro Annual – 1 Site, Agency Lifetime).
• Amount & Status: Total charged and payment outcome (Paid, Pending, or Refunded).

Step 3: Download Official PDF Invoices

1. Locate the transaction you wish to archive.
2. Click the Download Invoice icon on the right side of the table.
3. A print-ready PDF invoice will download immediately, complete with your company name, registered business address, and transaction timestamp.