Step by step
Download the invoice from MongoDB Atlas
- 01
Sign in to Atlas and select the organization that incurred the charges.
- 02
Open Billing > Overview and select the Invoices tab.
- 03
Filter by invoice status or date and open the relevant invoice period.
- 04
Review Payment Details, Summary by Project, Summary by Service, and Usage Details.
- 05
From Download, choose PDF Usage Summary for the invoice or CSV Usage Summary for line-item analysis.
- 06
Choose CSV FOCUS Cost & Usage Report when standardized allocation fields are needed, then retrieve separate tax or adjustment evidence from the full invoice.
Older documents
Where historical invoices are stored
Atlas organization > Billing > Overview > Invoices, filterable by status and date.
Missing evidence
What to do if an invoice is missing
Confirm the correct organization and billing role, check whether the usage is on a linked or paying organization, and for marketplace purchases retrieve the payable invoice from the cloud marketplace when Atlas only shows the usage summary.
Troubleshooting
Common retrieval problems
- The wrong Atlas organization or linked organization is selected.
- A project-level user lacks an organization billing role.
- The FOCUS report is treated as complete even though it excludes tax, shortfall, adjustments, and refunds.
- An expired presigned FOCUS download URL is mistaken for a missing report.
Reconciliation
Match the invoice to a card or bank charge
- Match organization ID, invoice ID, period, and payment status.
- Allocate cost by project, service, deployment, cloud provider, and region from CSV or FOCUS data.
- Apply negative credit rows before comparing the amount due and use the full invoice for taxes and adjustments.
One invoice recovered. How many are still missing?
Know which invoices are missing—not only where to look.
You just completed this workflow for MongoDB Atlas. Billproof early access is being built to track expected invoices across every vendor and payment rail, so AmEx, ACH, bank transfers, and personal cards can all belong to one complete record.
Best fit: teams handling 10+ software vendors, especially across mixed payment methods.
Verification
Sources and review date
Last verified August 28, 2026. If the vendor portal has changed, use the linked official documentation.
- Manage Invoices ↗official
- Manage Billing ↗official
- Access the FOCUS Cost and Usage Report ↗official