How to view your account's payment history and invoices
View your payment and invoice history
Learn how to review invoice dates, amounts, and payment statuses, download detailed invoices, and check upcoming payments in Klaviyo.
Depending on your billing view, this tab is labeled Payments & Invoices or Payment history. The cards and chart described below are part of the redesigned billing page.
What is the Payments & Invoices tab?
The redesigned Payments & Invoices page brings your upcoming payment, payment method, billing address, subscription cost chart, and invoice history together. The details shown depend on how your account is billed.
Use this page to check your upcoming charge, the payment method on file, and previous invoices.
What it lets you do:
- Self-serve accounts paying by credit card see Next payment, Payment method, and Billing address cards, plus a Monthly subscription cost chart.
- You can filter invoice history and download individual invoices.
Where to find it: Billing > Payments & Invoices.
For manually billed accounts, contract information and invoice history replace the payment cards and subscription cost chart. The overage estimates panel requires permission to view billing and configured overage rates. In a child account, your parent account must also allow you to view family usage.
See Understanding manual billing for more on how contracted overages work.
How to view your payments and invoices
You need permission to view billing to review your invoices.
- Click your organization’s name in the bottom left corner.
- Select Billing.
- Select Payments & Invoices or Payment history, depending on your billing view.
For self-serve accounts paying by credit card
On the redesigned billing page, you’ll see 3 cards at the top:
- Next payment: your upcoming payment date and current estimate.
- Payment method: your card type, last 4 digits, and expiration date. If no payment method is saved, the card displays No payment method saved.
- Billing address: the address associated with your account.
Below the cards, the Monthly subscription cost chart shows your recurring subscription costs by billing cycle, split into Subscription and Auto-upgrades. Use your invoices to review actual charges and payments.
A few notes on this chart:
- Flexible overage (flex) purchases are not included in this chart.
- Spend is calculated per billing cycle, not per calendar month.
Review your payment history
The first page displays your 25 most recent invoices. Use Rows per page to change how many invoices appear, and the pagination controls to view older invoices.
If you see an invoice-type dropdown, select Credit card invoices or Contract invoice to view that history. On the older Payment history page, use the Invoices dropdown instead.
Your invoice history includes the following details:
- Invoices
Displays the invoice date. Expand a row to see its invoice ID and any available plan description. Contract invoices are labeled Manual invoices on the older page. - Amount or Amount due
Credit card invoices show the amount due when the invoice was issued. Contract invoices show the remaining balance. - Reason
On the redesigned page, credit card invoices also show why the invoice was created. This column is not shown for contract invoices. - Payment status
Displays the current invoice status and, when available, the payment date. Refund and failure details appear below the status for credit card invoices.
Filter your invoice history
Select Date range or Status above the table to narrow your invoice history. On the older Payment history page, the status filter is labeled Payment status. The filters work together: if you select a date range and status, results must match both selections.
Date range options are Last 30 days, Last month, Last 90 days, Last 365 days, This year, Last year, and All time.
For credit card invoices on the redesigned page, the Reason column can show:
- Auto-renewal
- Subscription (including manual upgrades and downgrades)
- Auto-upgrade
- Flex
- Auto-downgrade
To find an invoice ID, expand the invoice row using the arrow beside its date. The ID appears in the expanded details.
Can I see flex overage charges in my monthly subscription chart?
No. Flex purchases do not permanently change your subscription plan, so they are not included in the Monthly subscription cost chart. Review their charges in your invoice history.
Why does an invoice show $0?
A downgrade can generate a $0 invoice because it does not create an immediate charge. The lower subscription cost applies to your next billing cycle.
For contract invoices, Amount due shows the remaining balance. A paid invoice can show $0 even when its original total was higher. Click Download on the invoice row to check the full invoice.
Understanding your invoice status
For credit card invoices, Payment status shows the invoice’s current state:
Status | Meaning |
|---|---|
Paid | The invoice is settled and no payment is outstanding. |
Draft | The invoice has not yet been finalized for payment. |
Void | The invoice has been cancelled and is not being charged. |
Closed and forgiven | Klaviyo has closed this invoice and is no longer collecting its payment. You may receive another invoice. |
Finalized - awaiting payment | The invoice is finalized and awaiting payment. If an automatic payment is scheduled, the scheduled-payment message appears below the status. |
Refunds and payment failures appear as additional details beneath the payment status. A refunded payment can still have a Paid invoice status.
Contract invoices use Paid in full, Finalized - awaiting payment, or Voided. A paid contract invoice has no remaining balance; a voided invoice has been canceled.
Download a copy of your invoice
You can download a copy of your invoice to see all the details for a payment. To do so:
- Find the invoice row you want to download.
- Click Download on that row. For a credit card invoice, the PDF opens in a new tab. For a contract invoice, the PDF downloads to your device.
If a credit card invoice does not have a PDF available, clicking Download will not open a file.
Invoices include your organization’s name, billing address, and email address. For payments made by credit card, you can also review the last 4 digits of the card charged.
A note on sales tax and invoices
If you have a discount applied to your account, sales tax is calculated on your discounted price, not your prediscount price.
If a past invoice was charged sales tax due to an outdated billing address, Klaviyo can't refund tax that was already charged on past invoices. Updating your billing address will make sure future invoices are calculated correctly going forward. See Understanding tax with Klaviyo for full detail.
Update your billing organization name
You need permission to edit billing to update the name on future invoices. Manually billed customers should contact their Klaviyo representative because the name is tied to their contract. Billing names for child accounts in an account family cannot be changed from the child account.
- Navigate to Billing > Preferences.
- In Billing address, enter the name in Company name.
- Click Update billing address to save.
The change applies to future invoices only, not past ones.
Additional resources
- How Klaviyo billing works
Learn how Klaviyo bills customers for Profiles and Emails, Mobile Messaging, Reviews, Advanced Klaviyo Data Platform (formerly “CDP”), Marketing Analytics, Customer Hub, Helpdesk, and Customer Agent.
- How to update your credit card information
Learn how to update the credit card information associated with your account. Note that Klaviyo does not support multiple credit cards in a single account.
- Understanding tax with Klaviyo
Learn about tax, including sales tax, VAT, and GST, in Klaviyo, including how it's calculated and how to view it.