Viewing bills for your Shopify Plus organization in Organization Settings

Shopify Plus

Organization Settings are only available for organizations on the Shopify Plus plan.

To view the bills for your Shopify Plus organization, you need to have the View bills and preferences, including payment methods permission.

View the current billing cycle in Organization Settings

You can review your current billing cycle in your Shopify admin.

Steps:

1. From your Shopify admin, click Settings.
2. In the Organization section, click Billing.

Information available in the Current billing cycle section

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.

View billing cycle details in Organization Settings

You can review a detailed breakdown of the charges in the current billing cycle for your organization by category and by store.

Steps:

1. From your Shopify admin, click Settings.
2. In the Organization section, click Billing.
3. In the Current billing cycle section, click View details.

Information available in Current billing cycle section details

The detailed view of a bill contains the following types of charges. Click the category to review each store's total charges within that category.

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 billing history in Organization Settings

Below the Current billing period section is a list of all bills issued to your organization. To view the details of a bill, click the bill that you want to review.

View 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 Organization Settings.

To review archived bills, click View archive.

Export bill history

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

Steps:

1. From your Shopify admin, click Settings.
2. In the Organization section, click Billing.
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 in Organization Settings

The expense reporting feature lets you export 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.

Steps:

1. From your Shopify admin, click Settings.
2. In the Organization section, click Billing.
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.
5. After you've configured your report, click Export report.

Understanding your expense report

• 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.