Account Balance & Payment History

Account Balance

Under the Overview tab, you can see an updated status of your billing account including your current month’s balance and open invoices/credit memos.

1. Paying Entity: If your account has multiple paying entities, make sure you are toggled to the correct one
2. Last Update: Billing data is updated every 24 hours in the Control Center
3. Amount Due: Total sum of amount due on all open invoices/credit memos
4. Current Monthly Balance: Sum of charges/credits for the current month
   1. Download a basic csv of the current month’s transactions
   2. View the current month’s transactions in the Transaction tab, customize the data as needed, and export a custom csv
5. Open Invoices and Credit Memos: Invoices and credit memos that are yet to be paid or closed out
6. Financial Activity For Billing Period-To-Date: Breakdown of the current monthly balance by fee/segment types

Payment History

Under Payment History, you can see a detailed breakdown of all closed invoices and credit memos.

In other words, this page will not display open/unpaid invoices and credit memos. You will need to go to the Billing Activity section for those specific open documents. 

1. Download the Transactions CSV
2. Download a PDF of the invoice or credit memo
3. Quickly navigate to the Transactions page to view the charges and credits for that month (Note: this feature is only available for transactions from August 2024 and on)
4. See how an invoice or credit memo was paid/closed out