Billing

Use billing data tables to view, manage, and maintain subscription billing information.

By default, billing data is organized into the following segments:

  • Active subscriptions: Contains active subscriptions (status is in Active; order type is in subscription-order).
  • Canceled subscriptions: Contains canceled subscriptions (status is in canceled, churned; order type is in subscription-order).
  • Credit memos: Contains credit memos.
  • Journal entries: Contains journal entries.
  • Paid invoices: Contains paid invoices (status is in paid).
  • Quotes: Contains quotes.
  • Refunded invoices: Contains refunded invoices (status is in refunded).
  • Unpaid invoices: Contains unpaid invoices (status is in unpaid, past-due, partially-paid).

To view segment filters, press Filters in the top right. To add or manage segments, see Segments. For information on the invoice lifecycle and statuses, see Invoice lifecycle.

Select a topic: