Sales Navigator is a sales intelligence platform developed by LinkedIn that helps sales professionals find and build relationships with their target accounts and contacts. It provides detailed information on companies and contacts as well as news updates and lead recommendations. One of the key features of Sales Navigator is the ability to download invoices for your LinkedIn advertising spend.
Downloading invoices from Sales Navigator allows you to easily track and manage your advertising costs. The invoices contain detailed breakdowns of your charges so you can see exactly where your money is going. Having these records on hand also makes accounting and financial reporting much simpler.
In this article, we’ll walk through the steps to download an invoice from Sales Navigator. We’ll cover:
- Accessing the Sales Navigator Billing Page
- Locating Past Invoices
- Downloading an Invoice as a PDF
Whether you need to pull an old invoice for your records or get a copy of your latest bill, following these instructions will ensure you get the right report downloaded with just a few clicks.
Accessing the Sales Navigator Billing Page
The first step to downloading an invoice from Sales Navigator is accessing your account’s billing page. Here’s how:
- Log into your Sales Navigator account.
- Click on the profile icon in the top right corner of the screen.
- Select “Account” from the dropdown menu.
- On the left side of the screen, click on “Billing”.
This will bring you to the Sales Navigator billing page where all of your past invoices are available to view and download.
If you don’t see the billing page option, make sure you are logged into an Admin account. The billing functions may not be available for other user roles.
Locating Past Invoices
Once you are on the billing page, you will see a table with a history of all your past Sales Navigator invoices. Each line item includes:
- Invoice Period – The date range the invoice covers.
- Invoice Total – The total amount charged on that invoice.
- Invoice PDF – A link to download a PDF copy of the invoice.
- Payment Status – Whether the invoice has been paid.
Review the invoices and identify the specific one you need to download. Take note of the Invoice Period dates to find the correct bill.
If you have a long billing history, you can use the filters at the top of the page to narrow down the list:
- Date Range – Select a specific date range to only view invoices from those months.
- Status – Filter by paid or unpaid invoices.
- Search – Look for specific keywords that may be in the invoice product names.
Once you’ve found the invoice you need, it’s time to download it.
Downloading the Invoice PDF
To download the invoice from Sales Navigator:
- Click on the “Invoice PDF” link for the invoice you need. This will open the invoice in a new browser tab.
- Right click anywhere on the opened invoice page.
- Select “Save As” from the menu.
- Choose a location on your computer to save the PDF to.
- Click Save.
And that’s it! You now have a copy of the Sales Navigator invoice saved on your computer.
The downloaded PDF contains full details on the charges including:
- Invoice number
- Billing period
- Your company details
- Account name
- Address
- Subscription details
- Usage charges
- Taxes
- Total due
Having this PDF makes it easy to keep records of your advertising spend and share with your finance department for reimbursement or accounting purposes.
Troubleshooting Download Issues
In most cases, downloading an invoice from the Sales Navigator billing page is quick and easy. But occasionally, you may run into issues trying to save the PDF. Here are some troubleshooting tips:
- Allow pop-ups – Make sure your browser is not blocking the PDF invoice from opening in a new tab. You can check your popup blocker settings to allow the billing site.
- Try a different browser – Sometimes a browser glitch can prevent downloading the file. Switch to another major browser like Chrome or Firefox and try the steps again.
- Contact Sales Navigator support – If you still can’t download the invoice, reach out to the Sales Navigator customer support team via live chat or a support ticket. They can provide direct assistance with any billing issues.
Following these tips should help you overcome any technical hurdles with downloading invoices. Reach out to Sales Navigator sooner rather than later if you continue having trouble.
Managing Sales Navigator Invoices
Once you’ve successfully downloaded your Sales Navigator invoices, you can take steps to properly manage and track this financial data. Here are some best practices:
- File invoices in cloud storage – Keep your invoices organized by saving them to cloud storage like Google Drive or Dropbox. This ensures you have access from anywhere.
- Enter details in accounting system – Log the invoice amounts and details into your accounting platform or Excel to simplify reporting.
- Set invoice reminders – Use your calendar to create recurring reminders to check for new Sales Navigator invoices each billing cycle.
- Assign invoice oversight – Have a dedicated person like an accountant or assistant manage invoice downloads and records.
- Check for unused subscriptions – Review invoices for any unused Sales Navigator subscriptions you can cancel to save on costs.
Centralizing your invoice management makes it easier to control spending and answer any questions during audits or tax time. It just takes a few simple practices.
Getting Help with Sales Navigator Billing
Navigating Sales Navigator invoices and billing can be tricky if you encounter any issues. Remember that Sales Navigator has a knowledgeable customer support team that can provide fast assistance.
Some ways the Sales Navigator support team can help:
- Troubleshooting invoice download problems
- Explaining charges on an invoice
- Searching for missing or old invoices
- Answering billing and payment questions
- Checking payment or invoice status
- Solving login or access problems
Reach out to their customer support via:
- Live chat on the Sales Navigator website
- Emailing [email protected]
- Calling 866-561-1778
The Sales Navigator support team is available Monday to Friday from 8am – 9pm Eastern time.
Don’t spend too much time stuck on an invoice issue. Get answers and solutions fast by connecting with Sales Navigator customer support.
Conclusion
Downloading Sales Navigator invoices provides useful records of your advertising spends and makes accounting much simpler. By following the steps in this guide, you can easily access past invoices and save PDF copies to your computer.
Here are some key tips to recap:
- Access invoices from the Sales Navigator billing page in your account settings
- Find the specific invoice you need using filters if necessary
- Click the “Invoice PDF” link and save the file to your computer
- Troubleshoot download problems by allowing popups, trying other browsers or contacting support
- Manage invoices by storing in the cloud, entering in accounting systems, and setting reminders
- Get help from the Sales Navigator customer support team if needed
With these steps, you can stay organized and in control of all your Sales Navigator advertising spends. Proper invoice management ensures you have the details needed to track costs, run reports, and handle billing questions down the road.