View Billing History & Download Invoices

Quickly access your past membership bills, usage data, and download invoices for your records.

This article explains how to review your account’s billing history, view detailed records of past bills and usage, and download invoices from your Cashflow.io Membership page.

Access Your Membership History

1. Log in to your Cashflow.io account.
2. On the upper right of the page, click the Account Menu and select Membership.
   
3. Scroll down to the bottom of the Membership Details page and click the VIEW PAST BILLS & DATA link found under the useful links section.
   

Reviewing Your Billing History

On the Membership History page, you’ll see a list of past and current billing cycles, organized into columns for Usage, Bill, and Payment Receipts. Here’s how to interpret each column:

• Usage: Displays the total amount of your transactions used during that billing period.
• Bill: Indicates the billing amount for that period. 
• Payment Receipts: Indicates the status of the payment of the bill.

Each row corresponds to a specific billing cycle with quick-access icons on the right for viewing usage or bill details. By reviewing this table, you can easily identify which billing cycles are paid, pending, voided or require further attention.

Viewing Usage or Bill Details

To get a closer look at any entry:

1. Find the billing cycle you want to review in the list.
2. Click the View usage icon to see a breakdown of your transactions and usage for that billing period.
3. Click the View bill icon to open detailed billing details, including coverage period, taxes, and transaction log. In the Bill Details page, click on VIEW INVOICE to open the invoice/receipt which can be printed or downloaded.