Viewing Invoices and Billing History

Every charge on your account — plan fee, number fee, top-up, auto-recharge, overage — produces an invoice you can find at Billing → Invoices.

What's on the page

Invoices are listed newest-first with:

Date issued
Description — plan / top-up / number renewal / usage overage / refund
Amount — currency always USD
Status — paid, failed, refunded, void, past due
Download link (PDF)

Filter by date range, status, and type. Search for a specific invoice number or PO number from the search bar.

Itemized usage

For usage-based charges, click into the invoice to see line items broken down by:

Channel — SMS, MMS, email, 2FA, voice, inbound
Country / destination
Day
Quantity and unit price
Number (when applicable)
Tags you attached at send time (for cost allocation)

Use this to reconcile against your own analytics. Counts here match what's shown at Quotas and Messaging → Reports within ±1 due to rounding on partial segments.

Failed payments

If a charge fails:

The invoice is marked Past due.
We retry the default card on day 1, day 3, and day 7.
Each retry triggers an email to organization owners and the billing email.
You can click Pay now on the invoice to retry against any saved card immediately, or update the card at Billing → Payment Methods.

After 14 days of past-due invoices, the account is suspended. Suspension means:

Outbound traffic is blocked.
Number renewals pause (numbers enter a 7-day grace before release).
Dashboard remains accessible so you can resolve.

Pay the outstanding invoices to restore service immediately.

Exporting

Download a single invoice as a PDF from the row's action menu. For programmatic access, see the API reference at api.otterblocx.com/docs.

Reconciliation tips

Spend reports at Messaging → Reports and Email → Reports update in real time; invoices are issued at billing-cycle boundaries. Differences during a cycle are expected.
Tag your sends to group related traffic in reports for cost-allocation per business unit.

Refunds and credits

Refunds against invoices show up as Refunded with a link to the credit-note invoice. Credits (e.g., goodwill credit from support) appear as line items reducing the next invoice's total.

Retention

Invoices are retained indefinitely for the lifetime of the organization. After deletion (see Settings → Danger Zone), invoices remain available for download for 7 years to comply with tax-record retention requirements.