Viewing Billing History & Understanding Invoices

In this article we will explain how to view billing history and understand your ZoomShift invoices. 

*Everything contained in this article can only be done by an Owner or Team Member with Billing Liaison privileges. 

Viewing Billing History  

You can view your invoices, and download invoices and/or receipts in Settings>Billing History. 

A box will then open up that will contain all invoices issued to the account. 

Simply click on any date to open up that invoice. 

You can click Download as PDF to download your receipt or the invoice. 

Understanding your Invoice

Invoices are either billed monthly or annually for your subscription. You choose how in Settings>Update Subscription. 

Annual Subscriptions

If you are on an Annual Subscription it means you pay for the year ahead of time. This is an example of an Annual Subscription invoice. *Your invoice date will always be the same. If you signed up on May 10th, 2019, then your next annual subscription invoice will be scheduled for May 10th, 2020. 

Monthly Subscriptions

If you are on a monthly subscription it means you pay an invoice each month to pay for the next months subscription use. This is an example of a monthly subscription invoice. *Your invoice day will always be the same. If you signed up on May 10th, then you will be billed the 10th of every month.

As you can see the invoices look very similar, and contain the same basic components. A Description on the left, which describes the plan. A QTY or quantity, which states the number of active team members on your subscription. A Price, which is the cost per active team member. And, a Total, which is the cost of the quantity x the Price. 

Other invoices

Adding a Team Member

When you set up your subscription and begin paying, you paid for a certain number of active team members. But, what happens when you add a team member?

When you add a new Team Member, on the Team page, your subscription Team Member spots will increase automatically, and will result in a pro-rated charge. If you are on a monthly plan these charges will be reflected on your next invoice. If you are on an annual plan you will see the charge come through 12 hours after the add was completed. Depending on how often team members are added and when, you may see several invoices in a given month, or several lines on an invoice reflecting these changes. 

Removing a Team Member

You may at some point Archive a Team Member (Make them inactive). When you do this, you can go into Settings>Update Subscription and update your Team Member Spots so you do not pay for more team members than are active on your subscription. When you do this it will result in a pro-rated credit being placed in your account, because you paid for a set period of time with a set number of team members that you did not completely use. You will see these credits on your next invoice, whether it is a regular subscription invoice, or an invoice mid month due to Team Member additions. 

Here is an example of a monthly invoice that includes Active Team Member Reductions and Additions during a month. We will walk through it below. 

Remaining Time: Time you did not pay for initially, but now must be billed for. This line comes when you change your active team member count.

Unused Time: Time you paid for but did not use. Will always show up next to a credit. 

All charges and credits come in pairs.

The first line of the above example is the change to 121 Active Team Members on 2/17/2020, and below, on the 2nd line,  is the credit from their initial subscription for 164 people. *You will notice that the quantity reflects the whole team amount and not just the reduction down by 63 team members. Our invoices are always reflective of entire Active Team quantity. 

The 3rd line is a subsequent change to 122 Active Team Members on 2/20/20, and the 4th line, is then the pro-rated credit of their charge for their 121 Active Team Member subscription on 2/17/20. 

The 5th line is then another reduction down to 121 Active Team Members on 2/24/20. So it shows the pro-rated charge for 121 people on their subscription, and the 6th line shows their credit back for the subscription for 122 that they were charged for on 2/20/20. 

The last line of this invoice includes the charge for the next month's subscription running from 2/25-3/25 with the last team member count number of 121. Credits from the reduction in Active Team Members were used to offset this charge, and the total charge is then at the bottom. 

Here is an example of an Annual invoice that includes an Active Team Member addition during a month. We will walk through it below. 

Remaining Time: Time you did not pay for initially, but now must be billed for. This line comes when you change your active team member count.

Unused Time: Time you paid for but did not use. Will always show up next to a credit. 

All charges and credits come in pairs. This invoice shows on the first line that on 9/17 this account changed to 51 Active Team Members and were charged $1164.09. Below on the next line you can see the pro-rated credit back for their previous 50 Active Team Members they were charged for on their Annual subscription. 

The Amount Due is the difference they owe for the increase in Active Team Members after their pro-rated credit was applied. 

Invoices can be confusing at first. If you ever have questions about how to understand one of your invoices contact Support

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