Do you require a copy of your automation summary or an automation invoice? Put an end to your worries! To help you download an invoice for your Automation, here is a short guide on how to download the invoice/summary of your automation: 

 

Step-by-Step Guide on How to Download the Invoice/Summary of Your Automation

Navigate to the Automated Gifting Page

• Expand the Sidebar Menu (if collapsed)
  • Click on the left-facing arrow ( ˂ ) at the top-left corner of the sidebar to expand the navigation menu.
    (If the menu is already expanded, you can skip this step.)
    
     
• Navigate to the Automated Gifting Page
  • In the sidebar menu, locate and click on "Automated Gifting" to go to your automated gifting page.

Choose the Automation

• Locate the Automation for which you require an invoice, and select the respective shop by checking the box. 
• Please note that only live and inactive automations will have a summary available. 

Download Automation's Summary/Invoice

 

There are two methods you can use to download your invoice/summary.

Option 1

• To obtain the invoice for a specific automation, click the three dots next to the automation and select "Download Summary."

Option 2

• Click on the automation for which you need an invoice.
• Click on it to open the Automation Dashboard.

• Once selected, click the three dots on the right side and choose "Download Summary."

Congratulations! You have successfully obtained the invoice/summary for the Automation you have created.