
Invoices, receipts, and quotes
Find existing billing documents or ask ALLO for receipts, invoices, quotes, and procurement documents.
Billing documents answer different questions
Invoices and receipts explain charges that already happened. Quotes and procurement documents help a school or company approve a purchase before it happens. Tax documents, country-specific forms, and custom-term quotes often need a human support or sales conversation.
Use this article when you need a receipt, invoice, quote, local billing document, purchasing paperwork, or a custom-term billing document. If the issue is an unpaid invoice or failed card, start with Fix a payment issue.
Availability
| Item | Details |
|---|---|
| Existing invoices and receipts | Usually checked from Workspace Settings → Billing |
| Quotes and procurement documents | Contact sales@allo.io or Customer Support |
| Who can view Billing | Workspace admins or billing admins |
| Non-admin users | Ask the workspace admin or billing contact first |
| Sensitive data | Do not send full card numbers, bank credentials, passwords, or login codes |
Find existing invoices or receipts
Open the workspace, then go to Workspace Settings → Billing. Make sure you are in the correct workspace before checking invoices because billing is workspace-owned. If you belong to several workspaces, the receipt you need may be under a different workspace than the one currently selected.
If Billing shows invoice history, look for the charge date, amount, currency, and payment status. Completed charges may show a receipt or invoice record. If you do not see the document, ask the billing admin because invoice access can be limited by role.
Use Open billing if you cannot find the Billing page.
Ask for a quote or procurement document
Contact sales@allo.io or open Customer Support when you need a document before purchase, such as:
| Need | Example |
|---|---|
| Education quote | A school needs a quote for teachers, students, or a class term. |
| Custom term | A team needs seven months instead of standard monthly or annual billing. |
| Multi-seat quote | Several accounts or workspaces need to be approved together. |
| Procurement document | Purchasing needs a quote, vendor document, or billing contact. |
| Local billing document | Your organization needs a country-specific invoice or tax document. |
This English Help Center article does not walk through country-specific tax invoice rules. If your organization needs that kind of document, contact us and we can tell you what information is required for your case.
What to include when asking
Send enough detail to avoid a slow "what plan, what workspace, what term?" loop.
| Detail | Why it helps |
|---|---|
| Workspace name | Billing documents are workspace-scoped. |
| Billing contact email | Support needs the person authorized to receive billing documents. |
| Organization name | Quotes and procurement documents usually need the legal or school name. |
| Plan or desired plan | Helps Sales price the right product. |
| Seat count | Most quotes depend on member capacity. |
| Term length | Monthly, annual, semester, seven months, or another fixed period. |
| Storage or AI credit needs | Add-ons and credit packs are separate from base plan pricing. |
| Deadline | Purchasing and class dates matter, especially for schools. |
| Existing invoice or receipt number | Helps support find the exact record if one exists. |
Never send a full card number. If support needs a safe card identifier, they may ask for the last four digits only.
Custom terms and education purchases
Billing checkout is built around the plan options shown in Billing. If a school, company, or procurement team needs a custom term such as a semester, seven months, or a special education agreement, use Sales or Customer Support instead of forcing the purchase through a standard monthly plan.
For school-specific planning, see Education plans for schools.
Receipts versus refunds
A receipt proves that a payment happened. It does not mean the payment can be refunded. ALLO payments and AI credit purchases are generally non-refundable under ALLO's terms unless required by law or a written agreement. If the question is really about a mid-cycle credit after seats, plans, or storage changed, see Fair billing and proration.
If you are asking because a charge looks duplicated or wrong, use Refunds and duplicate charges instead of this article.
If a document is missing
If Billing does not show the document you need, open Customer Support and include the workspace name, charge date, amount, currency, billing email, and the kind of document you need. For education or custom-term documents, include the school or organization name, seat count, term, and deadline.
Related articles
- Open billing
- Education plans for schools
- Fix a payment issue
- Refunds and duplicate charges
- Fair billing and proration
- Contact support with the right details