Back to Account & Billing Guides

This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

After you purchase Simply Schedule Appointments, we automatically create an account for you. The SSA Account is a place where you’ll be able to access your purchase history, zip files, and license numbers.

If this is your first time logging in, you’ll need to follow the Lost Password link to reset your password.


Generating the Invoice from the Purchase History

You can generate an invoice by clicking on the SSA Purchase History link: Purchase History

You will see the Purchase History table, which shows you information on your SSA purchases: Date of purchase, total paid, details link, invoice link, and license key link.

Under the Invoice column, click on the View Invoice link:

View Invoice Link Within the SSA Purchase History Tab

This will take you to view your invoice, next you’ll need to click the Update button within the Invoice To box.

View Invoice Link Within the SSA Purchase History Tab
View Invoice Link Within the SSA Purchase History Tab

After this, you’ll see a screen where the following fields can be filled:

  • Billing Name
  • Billing Address
  • Line 2
  • City
  • Zip / Postal code
  • Country
  • County / State
  • Tax/VAT Number
  • Custom Notes

When you’re done filling in the fields, click on the Save Billing Details & Generate Invoice button. This should redirect you back to the Invoice page, but now you should see your personal or business info listed in the Invoice To box.

The Business Information Form to Generate Your Invoice

Print or Save as a PDF

The webpage is printable – just click print, and in most browsers, you should see an option to Save as a PDF too.

Print or Download PDF links in the Invoice Page

Still stuck?

File a support ticket with our five-star support team to get more help.

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