Help Center · Billing & Account

Invoices and Receipts

Every payment you make through Deal Run generates a professional invoice and receipt through Stripe. Whether you need documentation for tax purposes, expense reports, bookkeeping, or simply want to review your billing history, this guide explains where to find your invoices, what information they contain, how to download them, and how to update your billing details so your invoices reflect the correct business name and address.

Accessing your billing history

You can view your complete payment history in two places: directly within Deal Run and through the Stripe Customer Portal.

From the Account page

Your Account page in Deal Run includes a Billing History section that shows your recent payments in chronological order. Each entry displays:

Date: When the payment was processed
Description: What the charge was for (e.g., "Pro Plan - Monthly")
Amount: The dollar amount charged
Status: Whether the payment succeeded, is pending, or failed

This in-app view is designed for quick reference. For downloading invoices, managing billing details, and accessing your full history, use the Stripe Customer Portal.

From the Stripe Customer Portal

The Stripe Customer Portal provides your complete, detailed billing history with downloadable invoices. To access it:

Navigate to your Account page in Deal Run.
Click "Manage Subscription" in the Subscription section.
In the portal, scroll to the Invoice history section.

The portal shows every payment since you first subscribed, including subscription charges, plan changes, and prorated credits. Each payment has a "Download invoice" and "Download receipt" link.

What is on each invoice

Stripe-generated invoices are professional-grade documents suitable for business accounting. Each invoice includes the following information:

Header

Invoice number: A unique identifier (e.g., INV-2026-0347) for reference and record-keeping
Invoice date: The date the invoice was issued (typically the same as the payment date)
Due date: For subscription payments, this is the same as the invoice date because payment is collected automatically
Payment status: "Paid" for successful payments, "Open" for pending, "Uncollectible" for failed

Seller information

Deal Run's legal entity name and address
Deal Run's tax identification number (where applicable)

Buyer information

Your name or company name (as configured in Stripe)
Your billing address (as configured in Stripe)
Your billing email

Line items

Each invoice lists the specific products or services you are being charged for:

Subscription charges: The plan name, billing period (e.g., "Mar 15 - Apr 14, 2026"), and amount
Prorated adjustments: If you upgraded or downgraded mid-cycle, you will see credit lines for the unused portion of the old plan and charge lines for the new plan's remaining period
Discounts: If any promotional discount was applied, it appears as a negative line item

Totals

Subtotal: Sum of all line items before tax
Tax: Sales tax, VAT, or GST if applicable based on your jurisdiction. Deal Run currently collects sales tax in states where it is required by law. If no tax applies, this line shows $0.00.
Total: The amount charged to your payment method
Amount paid: Confirmation of the payment amount

Payment details

Payment method: The card type and last 4 digits (e.g., "Visa ending in 4242")
Payment date: When the charge was processed
Payment ID: Stripe's internal transaction identifier (useful if you need to reference a specific payment with support)

Downloading invoices for tax and accounting

Deal Run subscription fees are a legitimate business expense for real estate wholesalers and investors. To document these expenses for tax purposes:

Individual invoices

Open the Stripe Customer Portal (Account > Manage Subscription).
Locate the payment in your invoice history.
Click "Download invoice" to get a PDF of the invoice.
Click "Download receipt" to get a PDF receipt (useful for expense reports).

The difference between an invoice and a receipt: an invoice is the formal billing document that may be issued before payment (though for auto-pay subscriptions, payment is simultaneous). A receipt confirms that payment was received. For tax documentation, either document works -- use whichever your accountant prefers.

Bulk download

If you need to download all invoices for a tax year (for example, all 2025 invoices for your annual tax filing), the Stripe Customer Portal lets you view invoices by date range. Scroll through the list and download each one individually. If you need a consolidated statement covering multiple payments, contact support@dealrun.ai and we can generate a summary document for the year.

Categorizing the expense

For bookkeeping purposes, Deal Run subscription fees are typically categorized as one of the following:

Software subscriptions or SaaS expenses
Marketing expenses (if you primarily use Deal Run for buyer outreach and deal marketing)
Data services (if you primarily use Deal Run for skip tracing and property data)
Professional services or business tools

Consult your accountant or tax advisor for the best category based on your specific business structure and how you use the platform. The invoice itself does not prescribe a category -- it simply documents what you paid for.

Receipt emails

Stripe automatically sends a receipt email after every successful payment. These emails go to your billing email address (which defaults to your account email unless you have changed it). Each receipt email includes:

The amount charged
A summary of what the charge was for
A link to view the full invoice online
A link to download the invoice as PDF

If you are not receiving receipt emails, check the following:

Spam folder: Receipt emails come from Stripe (receipts@stripe.com), which some email providers may filter. Mark these emails as "not spam" to ensure future delivery.
Billing email: Confirm your billing email is correct in the Stripe Customer Portal. If you changed it to a shared inbox or bookkeeper's email, receipts go there instead of your personal inbox.
Gmail Promotions tab: Gmail sometimes routes Stripe emails to the Promotions tab instead of Primary. Drag one receipt email to your Primary tab and Gmail will learn the preference.

Updating your billing name and company

If your invoices show a personal name but you want them to display your business name, or if you need to update the billing address, you can make these changes in the Stripe Customer Portal:

Open the Stripe Customer Portal (Account > Manage Subscription).
Look for the "Billing information" section.
Click "Update information".
Enter your business name, billing address, and any other relevant details.
Click "Save".

The updated information will appear on all future invoices. Past invoices are not retroactively updated -- they reflect the billing information that was on file at the time of payment. If you need a corrected invoice for a past payment, contact support@dealrun.ai and we can issue a corrected version.

What to include for proper business documentation

For invoices that serve as clean business expense documentation, we recommend including:

Business name: Your legal entity name (e.g., "Smith Properties LLC")
Billing address: Your business address or registered agent address
Tax ID: Your EIN or business tax identification number (this field may not be available in all Stripe portal versions -- contact support if you need it added)

Disputed charges

If you see a charge on your billing history that you do not recognize or believe is incorrect, contact us at support@dealrun.ai before disputing the charge with your bank. Chargebacks (bank-initiated disputes) are costly to process and can result in your account being flagged. In most cases, billing discrepancies are simple to resolve -- a prorated charge that looks unexpected or a renewal on a date you did not expect. We can explain any charge and issue refunds when warranted.

If a charge is genuinely fraudulent (someone accessed your account without authorization), contact us immediately and we will investigate, refund the charge, and secure your account.

For questions about your payment method or billing details, see our Updating Payment Information guide. For information about plan pricing, see Choosing the Right Plan.