Your Keap subscription invoices are available directly from the My Account area. You can view and download past invoices at any time for your records. This article covers how to access Keap invoices.

Why Keeping Your Invoices Accessible Matters

Your Keap subscription invoices serve as official records of your subscription charges. Having quick access to them makes it easier to reconcile monthly expenses,  and verify charges if a billing question comes up. Downloading invoices directly from the My Account area means you do not need to contact support for routine billing records.

How to Access Your Keap Invoices

To view and download your subscription invoices, follow these steps. You will need to be logged in to your Keap account.

1. Click your profile icon in the bottom left corner of your Keap account followed by "Settings". 
   
    
2. Click My account. 
   
    
3. Click View subscription details. 
   
    
4. Click View billing history. 
   
    

If You Cannot Find View Billing History

If you are logged in and cannot see the View billing history option, you may not be the billing admin on the account.

The billing admin for your Keap subscription is the account owner responsible for the subscription itself. This is separate from your user role inside the Keap app — being set as an admin inside Keap does not automatically make you the billing admin for the subscription. If you are not the billing admin, the View billing history option will not appear regardless of your app permissions.

App user permissions inside Keap control access to your contacts, billing, and other features within the product. They are a separate system from Keap subscription billing and cannot be used to grant access to subscription invoices.

If you are not sure who the billing admin is on your account, contact Keap support and they can confirm it for you. If you cannot see View billing history and need invoices retrieved, connect with a Keap agent directly.

Frequently Asked Questions

Q: I am an admin in Keap but still cannot see View billing history. What does that mean? A: Being an admin inside the Keap app is not the same as being the billing admin for your Keap subscription. App admin status controls what you can do inside the product. Billing admin status is set at the subscription level and controls who can access subscription invoices. If you are not sure whether you are the billing admin, contact Keap support and they can confirm it. 

Q: Can I fix billing history access by changing my permissions inside Keap? A: No. App user permissions inside Keap control access to contacts, client billing, and product features. They do not control access to your Keap subscription invoices. Subscription invoice access is managed at the billing admin level. To resolve access issues, contact a Keap billing agent.

Q: Can I access invoices from the Admin menu instead of my profile icon? A: The correct path to invoices is through your profile icon in the bottom left corner, then Settings, then My account, then View subscription details, then View billing history. The Admin menu shows your current plan usage and billing cycle but does not include a link to invoice history.

Q: What format are invoices downloaded in? A: Invoices download as PDF files.

Q: How far back does billing history go? A: If you cannot see older invoices in your billing history, contact a Keap billing agent who can retrieve historical invoices directly.

Q: I need an invoice but I am not sure who the billing admin is on our account. A: Contact Keap support and they can confirm who the billing admin is on your account.

This article covers accessing invoices through the My Account area for users with billing history access enabled. To find out who the billing admin is on your account, contact Keap support.