You can check your payment status and download your invoices inside your OptiMonk account. Follow these steps:

  1. Log in to your OptiMonk account.

  2. Click your name and avatar at the bottom of the left sidebar, then select Settings.

  3. Open the Billing tab from the list on the left.

  4. Scroll to Invoice history. Every row is one order:

    ColumnWhat it shows
    OrderThe order number of the transaction
    DateWhen it was created
    StatusThe payment status of that order
    TotalThe amount
    DownloadThe document(s) you can download
  5. In the Download column, click Invoice (or Proforma, when that is the document issued for the order), and the PDF is downloaded to your computer, named after the order number.

Please note: only orders that have a downloadable document appear in this list. If your account has no invoices yet, the section simply says No invoices yet.


Checking your subscription and next payment

The Subscription tab, right above Billing, is where you see the state of your subscription rather than the individual orders:

  • Current plan — your plan, with Next payment (or No upcoming payment on a free plan) and your Region.

  • Payment details — your Payment method (Credit card, PayPal, Bank transfer, or Shopify billing), the card or PayPal account behind it, and your Billing address.

  • Usage — how much of your allowance you have used in the current period.

If a charge fails, this page shows a red notice — Your last payment was declined. — with an Update payment method link to the Billing tab.

💡 Both tabs are only visible to the owner of the account. If you were invited to the account as a member, the Subscription, Usage and Billing tabs are not shown to you — ask the account owner for the invoice.


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