To keep track of your subscription payments, you can view and download your full subscription payment history directly from your OFX account. This is useful for financial reconciliation, compliance, and monitoring your ongoing subscription costs.

Pre-requisites:

• Billing Manage permission is required to access and view all billing and subscription details, including historical invoices.

Next Steps:

To view your subscription payment history, follow these steps:

1. Log into your OFX account.

2. Navigate to the Setup section:
   Click on Setup from the left sidebar menu.

3. Select the Billing tab:
   Click on Billing to access your subscription details.

   

4. View your subscription payment history:

   • You can view the payment history and status of your payments on the right hand panel.

     

   • All subscription invoices are displayed next to your plan details. Each invoice represents a payment made for your subscription.
     

5. Download invoices:
   Click on any invoice to view or download it for your records.

After completing these steps, you will have access to your full subscription payment history, including invoice dates, amounts, and payment status.

Why is this important:

Viewing your subscription payment history helps you:

• Track and reconcile your business expenses.

• Ensure compliance with accounting and audit requirements.

• Quickly identify any missed or failed payments so you can take prompt action.

• Maintain transparency and control over your ongoing subscription costs.

Related FAQ Articles:

• Where can I view my Subscription plan and Subscription invoices?

• Role of Billing Manage Permission

• What should I do if my subscription payment fails?