How to view your account's payment history and invoices
View your payment & invoice history
Learn how to view the amount, a short description, status, and date of each payment as well as see a detailed invoice in Klaviyo.
Note: The Payment History Tab is now named Payments & Invoices
What is the Payment & Invoice tab?
What it is: A single tab covering your upcoming invoice, payment method, billing address, spend trend, and full invoice history (previously split across a plainer Payment history tab).
Why it's here: So you can answer “what am I about to be charged, with what card, and what did I spend last month” without hunting across multiple pages.
What it lets you do:
- Stripe (self-serve) accounts see Next Invoice, Payment Method, and Billing Address cards, plus a Monthly Subscription Cost chart..
- Sees a filterable, downloadable invoice history.
Where to find it: Billing > Payment & Invoices.
Note: Since Klaviyo doesn't charge your card directly, you won't see the payment method, next invoice, or cost-chart cards. Instead, you'll see your contract terms and an overage rate & estimate panel, followed by your invoice history.
See Understanding Manual Billing for more on how contracted overages work.
How to view your Payments & Invoices Tab
1. Click on your organization's name in the bottom left corner.
2. Click on the Billing tab.
3. Select Payment & Invoices.
For self-serve accounts paying via credit card:
You'll see three cards at the top of the page:
- Next Invoice – your upcoming invoice date and estimated cost.
- Payment Method – your card type and last 4 digits, expiration date, and a prompt to add a payment method if none is on file.
- Billing Address – the address associated with your account.
Below the cards, a Monthly Subscription Cost chart shows what you've spent per month, broken down into your base subscription vs. spend from auto-upgrades.
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 will display your 10 most recent payments, which you can adjust by clicking the Rows Per Page dropdown.
There are three columns visible in your billing history:
- Invoice
Displays the date, invoice ID, a short summary indicating the size of the plan you paid for, and a link to a more detailed invoice for each individual payment. - Amount
Displays the total amount of your payment on that date. - Payment status
Displays whether a payment was made and, if so, when. If your payment failed or was refunded, this will also be reflected here.- Draft
Includes payments that are currently being processed by Klaviyo - Finalized - awaiting payment
Includes invoices for scheduled payments, if you have automatic payments enabled in your account - Closed and forgiven
Includes failed payments, in which case you will either receive another invoice or see that we've closed this invoice and are no longer charging your account - Paid
Includes only invoice payments that Klaviyo has received - Void
Includes invoices that have been cancelled and are not being charged as a payment
- Draft
For a more detailed view of each payment, click on the date of your invoice. In each invoice, you will see the name, street address, and email address of your organization. You will also see the last 4 digits of the card that was charged for the payment.
Filter and search through the payments
- You can filter your payment history by invoice ID, a date range, payment status, or invoice reason. Note these filters work concurrently; for example, if you filter by date range and payment status, the results will only show invoices that match both filter selections.
Date range options now include: Today, This month, Last month, Last 3 months, Last 6 months, Last year, All time, or a Custom range.
You can also filter by invoice reason, which reflects what triggered the invoice:
- Auto-Renewal
- Upgrade
- Downgrade
- AutoUpgrade
- Flex
- AutoDowngrade
To search by invoice ID number, click into the search bar labeled Invoice ID#. Then, input your desired invoice ID number.
Can I see flex overage charges in my monthly subscription chart?
No! The Monthly Subscription chart only tracks changes to your monthly subscription (Upgrades, Downgrades, Auto-Upgrades). Since flex overages are a one-time charge that do not permanently change your plan, you will not see those charges reflected.
Why does the invoice amount say $0 in the Payment History section?
An invoice amount can say $0 if the reason for the invoice was a downgrade. Downgrades are applied toward your next billing/usage cycle and therefore you do not incur any active cost for this during your usage cycle.
You may also see $0 in the Payment History section if you are a manually billed customer. To view more details, click download to view invoices related to your account.
Understanding your invoice status
The first page will display your 10 most recent payments, which you can adjust by clicking the Rows Per Page dropdown. There are three columns visible in your billing history:
- Invoice – Displays the date, invoice ID, a short summary indicating the size of the plan you paid for, and a link to a more detailed invoice for each individual payment.
- Amount – Displays the total amount of your payment on that date.
- Payment status – Displays whether a payment was made and its current state.
Status | Meaning |
|---|---|
Paid | Klaviyo has received this invoice payment. |
Draft | The payment is currently being processed by Klaviyo. |
Void | The invoice has been cancelled and is not being charged. |
Uncollectible/Closed | The payment failed and Klaviyo has closed the invoice; you may receive another invoice, or Klaviyo is no longer charging your account for it. |
Refunded / Finalized - awaiting payment | Either the payment was refunded, or it's scheduled and awaiting a payment attempt (for accounts with automatic payments enabled). |
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:
- Hover over the specific row for your desired invoice.
- Click Download.
In each invoice, you will see the name, street address, and email address of your organization. You will also see the last 4 digits of the card that was charged for the payment
A note on sales tax and invoices
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
If you need to update the billing organization name on your invoice, navigate to Billing > Preferences. The change applies to future invoices only, not past ones. Manually billed customers should contact their Klaviyo representative, since this is tied to the physical contract.
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.