PlanbookEdu Help Center

Find your invoices and receipts

Every payment you've made is listed on your account page, with a receipt you can download — which is what you'll need for an expense claim or reimbursement.

Find them

  1. Click the account button in the top right, then Account settings.
  2. Go to Billing & receipts, or scroll to Order history.
Order history on the account page
Order history on the account page

Each order shows with a link to its receipt, which opens as a PDF you can save or print.

If you have more than a handful of orders, only the most recent are shown at first, with the rest a click away.

What's on the receipt

The order date, what was purchased, and the amount — enough for a standard expense claim.

If your school needs something the receipt doesn't cover — a W-9, a differently-addressed invoice, particular reference numbers — contact support and tell us what's required.

Getting the receipt in the right name

The receipt follows the account. If it needs to be in a different name or go to a different address, change that before you buy — see Change the email address on your account.

Group orders

Purchases made by a school or district are billed to the group, not to individual teachers, so they won't appear in your personal order history. Your administrator holds those records — see Group invoices and purchase orders.

No orders listed

Then nothing has been paid on this account. Either you're on the free version, or your subscription was bought for you as part of a group — check with whoever set it up at your school.

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