FilePile bills your company for subscriptions, credit packs, and upgrades through the Invoices section under billing. These are platform invoices, separate from vendor PDFs you upload on Dashboard.
What this guide covers
Finding FilePile bills, paying with card or PayPal, applying account credit, and downloading receipts.
Before you begin
- Billing role (usually Owner) on the account.
- A payment method on file or PayPal connected at /account/payment-methods.
Step-by-step: open your FilePile invoices
- Log in at /login.
- Click Invoices in the billing section (/account/invoices).
- Review status: open, paid, or overdue.
- The Open invoices stat tile on Dashboard mirrors unpaid platform bills.
Step-by-step: pay an open invoice
- Click an unpaid invoice row.
- Confirm amount, plan name, and billing period.
- Choose card, PayPal, or apply Account credit first.
- Complete checkout. Status changes to paid immediately when successful.
Step-by-step: download a receipt
- Open a paid invoice from the list.
- Click Download PDF or View receipt.
- Save the file for your bookkeeping under software expenses.
What you should see
- Paid invoices marked with date and payment method.
- Account credit balance drop when credit was applied at checkout.
- No impact on vendor Ledger rows when you pay FilePile.
Tips and common issues
- Platform invoices are not uploaded PDFs; do not forward them to the Email Invoice Inbox.
- Failed card charges show retry links on the invoice detail page.
- Account credit has no cash value and applies as a checkout discount only.
- Contact support with invoice number if payment succeeded but status stays open.
Related guides
Tip: Pay open FilePile invoices from /account/invoices before month-end to avoid service interruption.
Frequently asked questions
Why is Dashboard Open invoices not zero?
That tile counts unpaid FilePile subscription bills, not vendor PDFs.
Can I pay with account credit only?
Yes when credit balance covers the full invoice.
Where is VAT on FilePile bills?
Shown on the PDF invoice detail per your billing address.
Scenario walkthrough
Imagine it is the 28th of the month. You log in at /login, land on Dashboard (/dashboard), and scan the stat tiles: Tracked spend, Estimated tax (if on Business), Account credit, and Open invoices for your FilePile subscription. You open the Upload tab, add any PDFs that arrived today, then switch to Processing until each row shows completed. You check Ledger for amounts and Browse for folder paths. If Business HQ (/account/business) applies to your plan, you open the relevant panel next. Finally you visit /docs if you need a deeper guide.
Glossary (FilePile terms)
- Dashboard: main workspace at /dashboard with Upload, Processing, Ledger, Tasks, Browse tabs.
- Business HQ: owner tools at /account/business including Payment Command Center, Email Invoice Inbox, Spend Budgets, Approval Workflows, Bank Reconciliation, Tax estimates, Executive P&L, and Accounting export/import.
- Profile: separate business archive under one login; see /account/profiles.
- Ledger: searchable table of processed vendor invoices.
- Tasks: review queue for missing fields or billing mismatches.
Keyboard and navigation habits
Use the left sidebar consistently: Dashboard for daily PDF work, Business HQ for payables and reporting, Reminders at /account/reminders for email preferences, Help center at /docs for articles like this one. The Invoice workspace never uses a tab named Process; uploads always start on Upload.
When to contact support
Contact support if a valid PDF fails after three retries on Processing, if team invites never arrive, if billing charges look incorrect on /account/invoices, or if Business HQ panels stay locked after a confirmed upgrade. Include your account email, active profile name, and screenshot of the error row.
Record-keeping reminder
FilePile sorts and extracts PDFs you provide. It does not replace professional tax, legal, or accounting advice. Keep original vendor emails and bank records alongside your FilePile Browse archive for audit readiness.
Accounting classification
File your FilePile subscription PDF from /account/invoices under software expense in your general ledger. Vendor PDFs sorted on Dashboard remain separate operating expenses.
Quick reference card
| Item | Value |
|------|-------|
| Login | /login |
| Register | /register |
| Dashboard | /dashboard |
| Business HQ | /account/business |
| Company | /account/company |
| Reminders | /account/reminders |
| Help | /docs |
| Plans | Free (25/mo), Pro, Business |
| Upload types | PDF only on Dashboard |
| Workspace tabs | Upload, Processing, Ledger, Tasks, Browse |
Keep this table handy when onboarding teammates so nobody searches for a Upload tab that does not exist.