Billing History

Billing History

Your billing history provides a complete record of all subscription payments, invoices, and billing transactions. This guide explains how to access and understand your billing history.

What is Billing History?

Billing history is a record of all financial transactions related to your EquiBillBook subscription, including plan payments, add-on purchases, renewals, and any other billing-related activities.

Accessing Billing History

To view your billing history:

1. Navigate to Subscription or Billing from the menu
2. Click on Billing History or Invoices
3. View your billing records
4. Filter or search as needed

Billing History Information

Your billing history shows:

• Transaction Date: When the transaction occurred
• Transaction Number: Unique transaction identifier
• Description: What the transaction is for
• Amount: Transaction amount
• Payment Method: How payment was made
• Status: Paid, pending, failed, or refunded
• Invoice: Link to download invoice

Types of Billing Transactions

Common transaction types include:

• Plan Subscription: Base plan payments
• Plan Renewal: Subscription renewals
• Plan Upgrade: Upgrades to higher plans
• Plan Downgrade: Downgrades (may include credits)
• Add-on Purchase: Add-on purchases
• Add-on Renewal: Add-on renewals
• One-time Charges: One-time fees or charges
• Refunds: Refund transactions
• Credits: Account credits

Viewing Invoice Details

To view invoice details:

1. Click on a transaction in billing history
2. View detailed invoice information
3. See itemized charges
4. Check payment status
5. Download invoice if needed

Downloading Invoices

To download invoices:

• Individual Invoice: Click download on specific invoice
• PDF Format: Invoices typically in PDF format
• Email Invoice: Request invoice via email
• Bulk Download: Download multiple invoices (if available)

Filtering Billing History

Filter your billing history:

• Date Range: Filter by date range
• Transaction Type: Filter by transaction type
• Status: Filter by payment status
• Amount Range: Filter by amount
• Search: Search by transaction number or description

Payment Status

Understanding payment statuses:

• Paid: Payment completed successfully
• Pending: Payment processing
• Failed: Payment failed
• Refunded: Payment was refunded
• Cancelled: Transaction was cancelled

Failed Payments

If a payment fails:

• Notification: You'll be notified of failed payment
• Retry Payment: Retry the payment
• Update Payment Method: Update payment details if needed
• Contact Support: Contact support if issues persist

Billing Periods

Understanding billing periods:

• Monthly Billing: Billed every month
• Annual Billing: Billed once per year
• Billing Cycle: Your billing cycle dates
• Prorated Charges: Charges adjusted for partial periods

Payment Methods

View payment methods used:

• Credit/Debit Cards: Card payments
• Bank Transfer: Bank transfer payments
• Online Payment: Online payment gateways
• Other Methods: Other accepted payment methods

Exporting Billing History

Export your billing history:

• CSV Export: Export to CSV format
• PDF Export: Export to PDF
• Excel Export: Export to Excel (if available)
• Date Range: Export specific date ranges

Billing Summary

View billing summary:

• Total Paid: Total amount paid
• Current Period: Current billing period charges
• Upcoming Charges: Scheduled upcoming charges
• Outstanding Balance: Any outstanding amounts

Tax Information

Tax details in billing:

• Tax Amount: Tax charged on transactions
• Tax Breakdown: Detailed tax information
• Tax Invoice: Tax-compliant invoices
• GST/VAT Details: Tax registration details

Best Practices

• Regularly review your billing history
• Download and save important invoices
• Monitor payment statuses
• Address failed payments promptly
• Keep billing records for accounting
• Verify charges are correct
• Export billing history for records
• Contact support for billing questions

Next Steps

After reviewing billing history:

• Download invoices you need
• Update payment methods if needed
• Resolve any failed payments
• Keep billing records organized