Viewing bills and charges for your organization

Note

To access the Billing section of your Shopify admin settings for your organization, you need to have a user role with organization-level Billing permission.

You can view your current and past billing information for your organization from the Billing section of your Shopify admin settings.

For more information your bill, refer to Types of charges on your Shopify bill.

Current billing cycle information

The Current billing cycle section of the Billing page contains the following information:

Description of the information in the current billing cycle section.

Information	Description
Current billing cycle	The date range included in the current billing cycle. Charges accrued during this period are added to your next bill.
Running total	The current total of all charges that have accumulated across the stores in your organization during the current billing cycle.
Payment method	The payment method used to pay your bill. Depending on the payment method that you use, the following information is displayed: Bank account: the bank and last four digits of your account. Credit card: the card type and last four digits of the card. PayPal: indicates that PayPal is used for payments and the PayPal email address. UPI (India only): indicates that UPI is used for payments and the UPI username. Manual payments: indicates that payments are made manually.
Payment threshold	The amount remaining before your organization meets the billing threshold. If the stores in your organization accumulate charges that exceed this threshold, then the Running total amount is charged immediately, instead of your usual billing cycle.

Current billing cycle detailed information

The detailed view of a bill contains the following types of charges.

Description of the information in the detailed bill section.

Charge category	Description
Platform fees	Platform fees don't count toward the billing threshold, and are charged only during regular billing cycles.
Shopify services	Shopify service fees are grouped by category, such as Shopify Email or Shopify Tax.
Third-party app fees	All fees from third-party apps that are installed through the Shopify App Store. To manage the installed apps for a specific store, click the app icon next to the store name.

View bills

You can review your current billing cycle or past bills in your Shopify admin. You can also review archived bills. Bills are archived if either of the following are true:

• A store had bills before it joined your organization.
• A store had bills before your organization's billing was transferred to an organization.

Steps:

Plus plan

1. From your Shopify admin, go to Settings > Billing.

2. Do any of the following to review your bills:

• In the Current billing cycle section, click View current charges to review detailed information about all charges on your current bill.
• Review any past bills in the bill index.
• Click on any past bills to review past charges.
• Click View archive.

non-Plus plans

1. From your Shopify admin, go to Settings > Billing.

2. In the Store billing section, select the store that you want to review.

3. Do any of the following to review your bills:

• In the Current billing cycle section, review your current billing period and total sum of charges accrued during the current billing cycle. Click View details to review detailed information about all charges on your current bill.
• In the Past bills section, you can view paid, open, failed, and processing bills. Learn more about bill statuses.
• To review archived bills, click View archive.
• Click Subscriptions to review any subscription charges for that store.

Export bill history

You can export bills for your organization as a comma-separated value (CSV) file.

Steps:

Plus plan

1. From your Shopify admin, go to Settings > Billing.

2. Do one of the following:

   • To export the current page of bills or bills within a date range, do the following:
     1. Click Export bills.
     2. Select the grouping of bills that you want to export.
     3. Click Export bills.
   • To export specific bills, do the following:
     1. Select the bills that you want to export.
     2. Click Export selected bills.

non-Plus plans

1. From your Shopify admin, go to Settings > Billing.

2. In the Store billing section, select the store that you want to review.

3. Do one of the following:

   • To export the current page of bills or bills within a date range, do the following:
     1. Click Export bills.
     2. Select the grouping of bills that you want to export.
     3. Click Export bills.
   • To export specific bills, do the following:
     1. Select the bills that you want to export.
     2. Click Export selected bills.

Create an expense report

You can create an expense report for your organization from your past charges based on their respective charge dates. This report includes details such as stores, charge categories and date range. The expense report CSV file is sent to the email address associated with your Shopify account.

Your expense report provides the following details about your organization:

• Bill date: This is the date when the charge was added to a bill, taxes were calculated, and payment was processed. For instance, if you bought a shipping label on November 14, but it was included in a billing cycle ending on November 28, then the bill date is November 28.
• Charge category: Examples include App, Subscription, Shipping, and Transaction Fees.
• Charge date: This is the date when the charge was initiated. For example, if you purchased a shipping label on November 14, then the charge date is November 14.
• Store name: Displays the names of either all selected stores or specific ones that you chose to incorporate in the details of your expense report.

Steps:

Plus plan

1. From your Shopify admin, go to Settings > Billing.

2. In the Past bills section, click … and then click Create expense report.

3. In the Expense Report page, customize your report by selecting specific stores, charge categories, and dates.

• In the Report details section, use the Stores menu to search for or select specific stores.
• In the Report details section, use the Charge categories menu to search for or select charge categories.
• In the Date range section, use the Duration menu to create an expense report from the past 7, 30, 90, or 365 days. You can also select a custom start and end date.

4. After you've configured your report, click Export report.

non-Plus plans

1. From your Shopify admin, go to Settings > Billing.

2. In the Store billing section, select the store that you want to review.

3. In the Past bills section, click …, and then click Create expense report.

4. In the Expense Report page, customize your report by selecting specific stores, charge categories, and dates.

• In the Report details section, use the Stores menu to search for or select specific stores.
• In the Report details section, use the Charge categories menu to search for or select charge categories.
• In the Date range section, use the Duration menu to create an expense report from the past 7, 30, 90, or 365 days. You can also select a custom start and end date.

4. After you've configured your report, click Export report.