Access your complete billing history, download invoices, and review past charges through the Stripe Customer Portal. All your receipts and payment records are available in one secure location.
Accessing Your Billing History
Convo stores all billing information in Stripe's secure Customer Portal. To access your invoices:
- Open the Convo dashboard (click the menu bar icon)
- Click Settings in the left sidebar
- Select Billing from the Workspace section
- Click the Manage button
- Your browser opens to the Stripe Customer Portal
- Scroll to the Invoices or Billing history section
Secure access: The Customer Portal requires authentication and is unique to your account. Your billing information is encrypted and never shared.
Understanding Your Invoices
Each invoice contains detailed information about your charges:
Invoice Number
A unique identifier for the invoice (e.g., "INV-12345"). Use this when contacting support about specific charges.
Invoice Date
When the invoice was issued, typically matching your billing cycle start date.
Amount Charged
Total amount billed, including your subscription fee, any prorated charges, and applicable taxes.
Payment Method
The card or payment method used (shows last 4 digits for security).
Billing Period
The date range covered by this charge (e.g., "Dec 1, 2025 - Dec 31, 2025").
Line Items
Detailed breakdown of charges, including plan name, quantity, and unit price.
Downloading Invoices
You can download PDF versions of any invoice for your records:
Download a Single Invoice
- Open the Customer Portal (Settings → Billing → Manage)
- Find the invoice you want in the billing history
- Click on the invoice to view details
- Click Download or the download icon (↓)
- The PDF saves to your Downloads folder
Email an Invoice
You can also email invoices directly from the portal:
- Click on the invoice you want to email
- Click Email invoice or the email icon
- The invoice is sent to your account email address
Types of Charges
Your billing history may include several types of charges:
Subscription Charges
Regular recurring charges for your monthly or annual plan. Appears on the same date each billing cycle.
Prorated Charges
Partial charges when you upgrade mid-cycle. Calculated based on the remaining time in your billing period.
Credits
Refunds or adjustments applied to your account. Shows as a negative amount, reducing your next charge.
Taxes
Sales tax, VAT, or other taxes based on your billing address. Amount varies by location.
Reading Your Invoice
Here's what each section of your invoice means:
Header Section
- Invoice date - When the charge was processed
- Invoice number - Unique ID for this invoice
- Payment status - Paid, pending, or failed
Customer Information
- Billing name - Name on your account
- Billing email - Email address for receipts
- Billing address - Address used for tax calculation
Line Items
- Description - What you're being charged for (e.g., "Convo Pro - Monthly")
- Quantity - Number of units (usually 1 for subscriptions)
- Unit price - Price per unit
- Amount - Total for this line item
Total Section
- Subtotal - Sum of all line items before tax
- Tax - Applicable sales tax or VAT
- Total - Final amount charged to your payment method
Common Billing Scenarios
Mid-Cycle Upgrade
What you'll see: Two charges on the same invoice—a credit for unused time on your old plan and a charge for the remainder of the cycle on your new plan.
Example: Upgrade from $10/month to $20/month on day 15. You get a $5 credit (15 days unused) and a $10 charge (15 days at new rate).
Annual to Monthly Switch
What you'll see: A prorated credit for unused annual time applied to future monthly charges.
Example: Cancel annual plan 6 months in. You receive a credit for the remaining 6 months, applied to monthly bills.
Failed Payment Retry
What you'll see: Invoice marked "unpaid" or "failed." Stripe automatically retries failed payments.
Action needed: Update your payment method in the portal to avoid service interruption.
Troubleshooting
Can't find an invoice
- Check the date range filter in the billing history
- Ensure you're viewing the correct account (if you have multiple)
- Look for invoices under "All" instead of "Paid"
- Contact support with the approximate charge date
Invoice shows wrong amount
Check the line items for:
- Prorated charges from plan changes
- Applied credits from previous refunds
- Tax amounts based on your billing address
- Multiple subscriptions or add-ons
If the amount still doesn't match, contact support with the invoice number.
Need a receipt for accounting
Download the PDF invoice from the Customer Portal. It serves as an official receipt and includes all required information: invoice number, date, amount, payment method, and line items.
Invoice email not received
- Check your spam or junk folder for emails from Stripe
- Verify your email address in Settings → My Account
- Whitelist noreply@stripe.com in your email client
- Manually email the invoice from the Customer Portal
Best Practices
Do:
- Download invoices regularly for your records
- Review charges each month to catch errors early
- Keep invoices for tax purposes (consult your accountant)
- Save invoice numbers when contacting support about charges
- Check the billing period to understand prorated charges
Don't:
- Dispute charges before reviewing the invoice details
- Ignore failed payment notices—update your card promptly
- Share invoice PDFs publicly (they contain sensitive info)
- Delete invoice emails—they're useful for record-keeping
Next Steps
Now that you know how to view invoices, explore these resources:
- Managing your subscription - Update payment methods and change plans
- How to cancel your subscription - Cancel or pause your subscription
- Download your most recent invoice for your records
- Review your billing history for accuracy
Need more help?
For billing questions or discrepancies, contact our support team at ivan@itsconvo.com. Include your invoice number and a description of the issue.