This article is best for:
- Global and Finance Admins 🎉
- Connect Accounts 💼
In this article:
Billing history page
You can review your payment history on the Company > Billing history page. 🎉
The Billing history page shows your payment history by tracking your company's day-to-day invoicing activities.
Recent Invoices
The Recent Invoices table displays all invoices for subscription, proration, implementation fees, and rewards billed.
This table will show the following:
Issue Date - Date the invoice was issued
Description - Type of invoice (subscription, proration, implementation fees, rewards)
Amount - Cost of the charge
Status - Current state of the invoice, which will display as one of the following:
Payment Due - A payment was attempted but failed for some reason (view error message for details)
Not Paid - Payment has not been received
Posted - Invoice has been created and is not due yet; please note rewards catalogs will turn off according to our rewards balance rules regardless of rewards invoices due date
Paid - Payment has been made successfully
Voided - The invoice was voided, and no action is needed
Download Invoice - To download a PDF and view the invoice in detail
Make Payment Button - Displays only if invoices are in one of these states
Not paid
Payment due
Posted
Viewing Invoices
On the right side of any invoice, you can click on the download icon to view a PDF version of the invoice in detail.
Invoices will show the itemized descriptions of the charges, invoice date, invoice amount, and any payments made.
Postpay companies will see a second page in the invoice addendum that ties the Chargebee invoice to corresponding redeemed rewards. This shows an itemized breakdown of each redeemed reward, including the following details:
Invoiced at - Date the redeemed reward was invoiced
Description - What reward was redeemed and by who
Amount - Cost of the reward redeemed
Balance - Remaining balance in the company's account (if applicable)
All the redeemed rewards listed in a rewards invoice will show a total amount displayed at the bottom.
Reward Balance
The Reward Balance table consists of only successful payments and rewards redemptions. The table will not include pending, voided, or failed transactions since those do not impact rewards balances.
Note: Convenience fees are also not shown in the Reward Balance for Postpay companies since they do not impact the overall rewards balance.
The table breaks the reward balance down by:
Date - Dates will match the corresponding rewards redemptions
Description - Reward-related transaction (reward, invoice)
Amount - Cost associated with the reward or invoice
Balance - Remaining balance
You can also export and download CSV files. All companies will see downloadable Chargebee PDFs in the rewards balance table.
Questions? Send us a note to [email protected]; we'd be happy to help!
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