Invoices & Payment History

This guide explains how to access your invoices, understand what’s on them, and manage your payment history.

Accessing Your Invoices

Finding Invoice History

  1. Log in to your SurveyMethods account
  2. Click your profile icon in the top-right corner
  3. Select Account Settings
  4. Go to the Billing tab
  5. Click Invoice History

Here you’ll see all your past and upcoming invoices.

Understanding Your Invoice

Invoice Header

Each invoice includes:

FieldDescription
Invoice NumberUnique identifier (e.g., INV-2024-001234)
Invoice DateDate the invoice was generated
Due DatePayment due date (usually immediate for card payments)
Billing PeriodThe subscription period covered

Customer Information

  • Account holder name
  • Billing email address
  • Business name (if provided)
  • Tax ID/VAT number (if provided)
  • Billing address

Line Items

Your invoice itemizes all charges:

Item TypeDescription
Plan SubscriptionYour base plan (e.g., “Professional Plan - Monthly”)
Additional SeatsExtra team seats beyond minimum
Extra ResponsesResponse packs purchased
Prorated ChargesPartial charges for mid-cycle upgrades
CreditsApplied credits or adjustments
TaxApplicable sales tax or VAT

Payment Information

  • Subtotal (before tax)
  • Tax amount
  • Total amount
  • Payment method used
  • Payment status (Paid, Pending, Failed)
  • Transaction ID

Downloading Invoices

Download a Single Invoice

  1. Go to Account Settings > Billing > Invoice History
  2. Find the invoice you need
  3. Click the Download icon or Download PDF

Download Multiple Invoices

To download invoices for a date range:

  1. Go to Invoice History
  2. Use the date filter to select your range
  3. Click Export All to download a ZIP file

Invoice Format

Invoices are provided as PDF files containing:

  • Full itemized charges
  • Tax breakdown
  • Payment confirmation
  • Your business details (if provided)

Invoice Delivery

Automatic Emails

Invoices are automatically emailed to:

  • Your account email
  • Your designated billing contact (if different)

Emails are sent:

  • Immediately after successful payment
  • For upcoming annual renewals (7 days notice)
  • When payments fail

Changing Invoice Recipient

To add or change who receives invoices:

  1. Go to Account Settings > Billing
  2. Click Billing Contact
  3. Enter the new email address
  4. Click Save

Payment History

Viewing Payment History

Your payment history shows:

  • All completed payments
  • Payment dates
  • Amounts charged
  • Payment methods used
  • Transaction status

Payment Statuses

StatusMeaning
CompletedPayment successful
PendingPayment processing
FailedPayment declined or error
RefundedPayment was refunded

Transaction Details

Click any payment to see:

  • Full transaction details
  • Payment method (last 4 digits)
  • Authorization codes
  • Related invoice

Upcoming Invoices

Viewing Future Charges

To see what you’ll be charged next:

  1. Go to Invoice History
  2. Look for the Upcoming section
  3. Click to view the draft invoice

Draft invoices show:

  • Next billing date
  • Expected charges
  • Any pending credits

Billing Reminders

We send reminders before charging:

  • Annual plans: 7 days before renewal
  • Failed payments: Immediately when payment fails
  • Card expiring: 30 days before expiration

Adding Business Information

For Tax/Accounting Purposes

To add business details that appear on invoices:

  1. Go to Account Settings > Billing
  2. Click Invoice Settings or Tax Information
  3. Enter:
    • Business/Company name
    • Tax ID or VAT number
    • Business address
  4. Click Save

These details appear on all future invoices and can be added to past invoices upon request.

VAT for EU/UK Customers

If you’re a VAT-registered business:

  1. Enter your VAT number in Invoice Settings
  2. We’ll validate it automatically
  3. Invoices will show VAT details

Resolving Invoice Issues

Missing Invoice

If you can’t find an invoice:

  1. Check your spam/junk folder
  2. Verify the billing email is correct
  3. Download directly from Invoice History
  4. Contact support if still missing

Incorrect Invoice

If your invoice has errors:

  1. Contact support immediately
  2. Provide the invoice number
  3. Explain the discrepancy
  4. We’ll issue a corrected invoice if needed

Duplicate Charges

If you see duplicate charges:

  1. Check if they’re for different periods
  2. Review your payment history
  3. Contact support with transaction details
  4. We’ll investigate and refund if appropriate

Requesting Special Invoices

Purchase Orders (PO)

For organizations that require POs:

  1. Contact sales@surveymethods.com
  2. Provide your PO number
  3. We’ll add it to your invoices

Consolidated Invoices

For Team and Enterprise plans, you can request:

  • Single invoice for all seats
  • Detailed breakdown by user
  • Custom billing periods

Contact your account manager or support to set this up.

Historical Invoices

Need invoices from before you had access?

  1. Contact support
  2. Verify your account ownership
  3. Request the date range needed
  4. We’ll send the invoices to your billing email

Common Questions

How far back can I access invoices?

You can access all invoices from your account history. We retain invoice records indefinitely.

Can I change information on a past invoice?

We can issue corrected invoices for past periods if there are errors. Contact support with the invoice number and the correction needed.

Do you support automatic invoice forwarding to accounting software?

We integrate with popular accounting tools. Check our Integrations section for available options.

How do I get a receipt instead of an invoice?

Your invoice serves as both an invoice and a receipt once paid. The “Paid” status confirms the receipt of payment.

Need Help?

For invoice or billing questions:

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