{
  "schemaVersion": "1.0",
  "item": {
    "slug": "klaviyo",
    "name": "Klaviyo",
    "category": "sales-and-marketing",
    "description": "Klaviyo provides filterable invoice history and PDF downloads for both self-serve and manually billed accounts in Payments & Invoices.",
    "status": "researched",
    "website": "https://www.klaviyo.com/",
    "invoiceHelpUrl": "https://help.klaviyo.com/hc/en-us/articles/115005078987",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Klaviyo Owner or Admin"
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false
      },
      "billingHistory": {
        "supported": true,
        "notes": "Payments & Invoices includes searchable and filterable invoice history."
      },
      "invoiceMetadata": {
        "supported": true,
        "notes": "History includes invoice ID, date, plan summary, amount, reason, and payment status."
      },
      "invoicePdf": {
        "supported": true,
        "notes": "Hovering an invoice row exposes Download."
      },
      "creditNotes": {
        "supported": "partial",
        "notes": "Refunded, void, uncollectible, and $0 downgrade invoices are represented as statuses or invoice reasons."
      },
      "lineItems": {
        "supported": true
      },
      "usage": {
        "supported": true,
        "notes": "Plan and account-usage views expose subscription and product usage."
      },
      "subscriptions": {
        "supported": true
      },
      "paymentMethod": {
        "supported": "partial",
        "notes": "Self-serve accounts show payment method; manually billed accounts do not."
      }
    },
    "billing": {
      "cadence": [
        "monthly",
        "contract dependent"
      ],
      "invoiceLocation": "Organization menu > Billing > Payments & Invoices.",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "PDF invoice"
      ]
    },
    "billproof": {
      "retrieval": "partial",
      "normalization": "partial",
      "transactionMatching": "partial",
      "connectionAvailable": false,
      "limitations": [
        "No direct Klaviyo billing connection is available in Billproof.",
        "Self-serve and manually billed accounts show different billing cards and contract information.",
        "The monthly subscription cost chart excludes flexible overage purchases.",
        "Billing-detail changes apply to future invoices, not historical documents."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_id",
      "invoice_date",
      "billing_period",
      "invoice_reason",
      "plan_summary",
      "product_usage",
      "overage",
      "subtotal",
      "tax",
      "total",
      "currency",
      "payment_status",
      "payment_method_last_four"
    ],
    "commonCardDescriptors": [],
    "guide": {
      "quickAnswer": "Open the organization menu, choose Billing > Payments & Invoices, hover over the required invoice row, and click Download.",
      "requiredRole": "Klaviyo Owner or Admin",
      "steps": [
        "Sign in to the Klaviyo account that incurred the charge.",
        "Select the organization name in the lower-left corner and open Billing.",
        "Choose Payments & Invoices.",
        "Filter by invoice ID, date range, payment status, or invoice reason.",
        "Hover over the matching invoice row and select Download.",
        "Review plan charges and any flex or auto-upgrade activity before reconciling the total."
      ],
      "historyLocation": "Billing > Payments & Invoices.",
      "missingInvoice": "Confirm the correct organization and Owner or Admin role, widen the filters, check whether the invoice is still Draft, and ask the Klaviyo representative for manually billed contract questions.",
      "formats": [
        "PDF invoice"
      ],
      "commonProblems": [
        "Concurrent filters hide the invoice.",
        "A Draft or finalized-awaiting-payment document is expected to look paid.",
        "A $0 downgrade invoice is assumed to be missing data.",
        "Flex overage is sought in the monthly subscription cost chart even though that chart excludes it."
      ],
      "matchingTips": [
        "Use invoice ID, invoice reason, and payment status before amount alone.",
        "Separate base subscription, auto-upgrade, and flex activity.",
        "For card payments, confirm the last four digits shown on the detailed invoice."
      ]
    },
    "researchedAt": "2026-08-28",
    "lastVerifiedAt": "2026-08-28",
    "sources": [
      {
        "title": "How to view your account's payment history and invoices",
        "url": "https://help.klaviyo.com/hc/en-us/articles/115005078987",
        "type": "official"
      },
      {
        "title": "How Klaviyo billing works",
        "url": "https://help.klaviyo.com/hc/en-us/articles/115000976672",
        "type": "official"
      }
    ],
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": null,
    "urls": {
      "html": "https://billproof.io/integrations/klaviyo",
      "json": "https://billproof.io/api/public/vendors/klaviyo.json",
      "capabilities": "https://billproof.io/api/public/vendors/klaviyo/capabilities.json"
    }
  }
}