--- title: "Viewing billing and invoices | Convo" description: "Find your Convo billing history, download invoices and review past charges through the Stripe Customer Portal." canonical: https://www.itsconvo.com/help-center/billing-invoices markdown: https://www.itsconvo.com/help-center/billing-invoices.md last-updated: 2026-09-23T21:49:42.000Z --- # Viewing billing and invoices > Find your Convo billing history, download invoices and review past charges through the Stripe Customer Portal. Source: https://www.itsconvo.com/help-center/billing-invoices [← Back to Help Center](https://www.itsconvo.com/help-center) 3 min read Updated August 25th, 2026 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: 1. Open the Convo dashboard (click the menu bar icon) 2. Click **Settings** in the left sidebar 3. Select **Billing** from the Workspace section 4. Click the **Manage** button 5. Your browser opens to the Stripe Customer Portal 6. 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 1. Open the Customer Portal (Settings → Billing → Manage) 2. Find the invoice you want in the billing history 3. Click on the invoice to view details 4. Click **Download** or the download icon (↓) 5. The PDF saves to your Downloads folder ### Email an Invoice You can also email invoices directly from the portal: 1. Click on the invoice you want to email 2. Click **Email invoice** or the email icon 3. 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 Adjustments or account credits 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 Professional - 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 Starter to Professional halfway through the month. You get a credit for the unused half of Starter and a charge for the rest of the cycle at the Professional 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 account credits or adjustments - 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](https://www.itsconvo.com/help-center/managing-subscription) - Update payment methods and change plans - [How to cancel your subscription](https://www.itsconvo.com/help-center/cancel-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 [itsconvo.com/contact](https://www.itsconvo.com/contact). Include your invoice number and a description of the issue. Still need help? 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