Overview
Billing history can simplify how you organize your financial records, alert you to any potential issues with payment processing, and allow you to keep track of what plan upgrades you’ve made and when.
You are able to view the billing amount, a short description, the status, and the date of each payment. If you click into a particular payment, you will also see a detailed invoice that you can save or print for your records.
View Your Billing History
The Billing History tab is located in the admin area of your account. To navigate here, click on the account dropdown in the upper right-hand corner, and select Account.
Next, click into the Billing tab and select Billing History from the dropdown.
The first page of your Billing History will display your ten most recent payments.
There are four columns associated with Billing History:
- Invoice
The Invoice column displays a list of payment amounts, the invoice ID, and a link to a more detailed invoice for each individual payment. -
Description
The Description column will indicate one of two things:-
If the bill was for a monthly payment, the Description indicates the size of the plan you were billed for and the time period for which you were on this plan.
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If the bill was for a plan upgrade, the Description indicates the size of the plan you switched to.
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- Payment Status
The Payment Status column tells you whether a payment was made and, if so, when. If your payment failed, this will also be reflected here. - Bill Date
The Bill Date column indicates the date the invoice was created. Please note, this is not necessarily the same date as when the card on file was actually charged.
For a more detailed view of each payment, click on the invoice ID under the Invoice column. In each invoice, you will see the name, street address, and email address of your organization. You will also see the last four digits of the card that was charged for the payment.
For all billing related questions, please contact our Success Team.
Additional Resources
- How Klaviyo Bills Customers for Emails
- How Klaviyo Bills Customers for SMS
- Update Your Credit Card Information
- Sales Tax in Klaviyo