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How do I choose which attachments are included in my monthly invoice email?

Objective

This article explains how to turn the invoice PDF, invoice CSV supplement, and payment receipt PDF attachments on or off for your Twilio monthly billing email, so you receive the documents your finance process needs.

 

Product

Twilio Billing

 

Environment

Twilio Console

 

User Account Permission/Role(s) Required

You need permission to update notification settings for the billing group. Without it, the toggles are disabled.

 

Procedure

  1. In the Twilio Console, select Billing in the left sidebar.
  2. Select Billing. The overview for your billing group opens.
  3. In the billing group's navigation, select Settings, then Notifications.
  4. Find the Monthly invoice receipt section. The status badge reads On when at least one attachment is enabled.
  5. Under Attachments to include in monthly invoice email, set each toggle as you want it:
  6. Invoice PDF — the invoice document listing services used with a statement of the sum due.
  7. Invoice CSV Supplement — a CSV you can sort, filter, and manipulate.
  8. Payment receipt PDF — a receipt detailing the card payments you have made to Twilio.
  9. Each change saves immediately and a confirmation message names the attachment and states whether it was enabled or disabled.

 

Additional Information

  • At least one attachment must be toggled on to receive the email notification at all.
  • The Payment receipt PDF toggle is not shown for invoiced billing groups.
  • Each toggle has a link explaining how to read the corresponding document.
  • If a change cannot be saved, the message names the attachment and states it could not be enabled or disabled at this time, with the guidance to try again later or reload the page.
  • To control who receives these emails, see "How do I add more email recipients for billing emails?".

 

This content was generated by AI and reviewed, edited, and verified by a human.

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