Billing Transactions

The Billing Transactions page shows your credit card charges and payment history. Access it from Admin > Billing Transactions in your admin panel.

Shopify Users: This section is not available for Shopify store integrations. Transaction history appears in your Shopify Admin under Settings > Billing. See Shopify Billing for details.

Overview

This page displays all financial transactions on your account in a detailed table format. Each row represents a single charge or refund processed through your payment method.

Transactions Table

The main view displays all transactions in a table:

Column	Description
Date	When the transaction was created
Type	Category of transaction
Period	Billing period covered (start - end dates)
Total	Amount charged (shows subtotal + tax breakdown if tax applies)
Status	Payment status badge
Download	Icon to view transaction details

Click any row to open the transaction detail dialog.

Mobile View

On smaller screens, the Date, Type, and Period columns are stacked into a single "Details" column for better readability.

Transaction Types

Type	Description
Subscription	Regular subscription payment (monthly or yearly)
Overage Credit	Manual credit top-up for overage charges
Balance Payment	Payment made toward an outstanding balance
Refund	Money returned (account closure, dispute resolution)
Plan Change	Upgrade or downgrade with prorated charges/credits

Transaction Statuses

Status	Badge	Icon	Description
Paid	Green	Checkmark	Payment completed successfully
Pending	Gray	Clock	Payment processing or awaiting confirmation
Failed	Red	X	Payment failed (card declined, insufficient funds)
Voided	Outline	-	Transaction cancelled before processing

Transaction Detail Dialog

Click any transaction to see full details:

Header Information

Status icon - Visual indicator (checkmark, clock, or X)
Type label - Subscription, Overage Credit, etc.
Invoice number - Unique transaction ID (e.g., "Invoice #123")
Creation date - When the transaction was generated

Billing Period

Shows the date range the transaction covers:

Subscriptions - Monthly or annual period
Overage - The period during which overage was incurred
Refunds - The period being refunded

Line Items

Itemized breakdown of charges:

Item Type	Example
Subscription fee	"Professional Plan - Monthly"
Overage charges	"Additional queries"
Credits	Prorated credit for unused time (shown in green)
Discounts	Annual discount, promotional codes

Negative amounts (credits/refunds) are displayed in green.

Totals Section

Subtotal - Sum of all line items before tax
Tax - Applicable sales tax (shown only if > $0)
Total - Final amount charged

Status Footer

A highlighted bar showing:

Current status with icon
Payment date (if paid) - e.g., "Paid Jan 15, 2025"

Empty State

If no transactions exist yet:

"No transactions yet. Transactions will appear here after billing cycles."

This is normal for new accounts or accounts on the Free plan that haven't made any purchases.

When Transactions Are Created

Event	Transaction Created
Subscription renewal	At each billing cycle start
Manual credit top-up	Immediately when charged
Plan upgrade	Immediately with prorated amounts
Plan downgrade	At next billing cycle
Account closure	Immediately with refund details
Balance payment	When unpaid balance is settled

Troubleshooting

Transaction Shows "Failed"

Check your payment method is valid
Verify sufficient funds/credit limit
Update payment method in Payment Methods page
Contact support if issue persists

Missing Transaction

Free plan doesn't generate transactions (no charges)
Transactions may take a few minutes to appear after payment
Refresh the page to see recent transactions

Incorrect Amount

Click the transaction to view line item breakdown
Check if prorated credits were applied
Contact support for billing disputes

Billing Statements - Monthly summaries with overage details
Billing Usage - Monitor usage and manage overage
Payment Methods - Update payment information