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Billing guide availableVerified September 6, 2026

Manual billing workflow

How to find and download Customer.io invoices

As a Customer.io Admin, go to Account Settings > Plans & Billing > Billing History and click Download invoice beside the required billing period.

Step by step

Download the invoice from Customer.io

  1. Sign in to the Customer.io account that owns the subscription.

  2. Open Account Settings.

  3. Choose Plans & Billing.

  4. Open Billing History.

  5. Find the required billing period.

  6. Select Download invoice and save the PDF for reconciliation or manual upload.

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Older documents

Where historical invoices are stored

Account Settings > Plans & Billing > Billing History.

Missing evidence

What to do if an invoice is missing

Confirm Admin access and the correct Customer.io account, then use Customer.io support if the billing period is absent because the public documentation does not describe another retrieval path.

Troubleshooting

Common retrieval problems

  • The user is not an Admin.
  • The invoice belongs to a different Customer.io account.
  • The user looks in workspace settings rather than Account Settings.
  • A billing period is selected before its invoice is finalized.

Reconciliation

Match the invoice to a card or bank charge

  • Match the account, billing period, and invoice total.
  • Use the invoice number where present rather than the download filename alone.
  • Check plan or usage detail in the PDF before treating a variable total as an error.

Verification

Sources and review date

Last verified September 6, 2026. If the vendor portal has changed, use the linked official documentation.

  1. Download your billing invoice ↗official