Settings / Billing

Shopify Billing Overview (Step-by-Step SOP)

The Billing section in Shopify helps you track your subscription charges, transaction fees, taxes, and payments.

Step 1: Open Billing Settings

1. Log in to Shopify Admin

2. Go to the bottom-left corner

3. Click Settings

4. From the Settings menu, click Billing

What You Will See on the Billing Page

• Notification (if address or billing info needs correction)

• Upcoming bill

• Past bills

• Payment method / Bank account details

Step 2: Check Your Upcoming Bill

In the Upcoming bill section, you can see:

Bill Amount

• Total amount Shopify will charge next

Next Bill Date

• Example: “Next bill in 7 days”

• Or “When billing threshold is reached”

Payment Method

• UPI ID

• Debit / Credit Card

• Net Banking

To Change Payment Method

• Click the pencil icon (✏️) next to the payment method

• Update with a new payment option

View Upcoming Bill

• Click View bill (right side) to preview the full bill details

Step 3: Check Your Past Bills

Scroll down to Past bills.

You can filter bills by:

• All

• Paid

• Unpaid

Search & Filter Options

• 🔍 Search icon – Find bills using:

  • Bill number

  • Date

• 🔽 Filter (funnel) icon – Filter bills by status or date

• ☰ Column icon – Customize how the table is displayed

👉 Click any blue bill number to open full bill details.

Step 4: Open a Bill & View Summary

After opening a bill, you will see the bill summary at the top:

Bill Total

• Total amount charged by Shopify

Status

• Paid / Unpaid

Paid On

• Exact payment date

Payment Method

• Example: UPI ID, Credit Card

Export Bill

• Click Export bill (top-right)

• Download as PDF or CSV

Payment Timeline

• Shows when the bill was created and paid

Step 5: View Full Charge Details

Scroll down to the Details section.

• Click the arrow (▼) to expand each charge

• You may see:

  • Shopify plan subscription fee

  • Transaction fees

  • App charges

  • Taxes (IGST / GST)

  • Additional service fees

👉 Click View in charge table to see all charges in a clean list format.

Step 6: Confirm Final Amounts

At the bottom of the bill, you will see:

• Subtotal

• Taxes (example: IGST)

• Payment received

• Amount due

  • If fully paid, this will show ₹0.00

Download a Copy

• Click Export bill to save the bill for accounting or GST records

✅ Best Practices (India-Specific)

• Ensure billing address matches GST records

• Download bills monthly for accounting and tax filing

• Monitor transaction fees if order volume increases

• Update payment method before bill date to avoid store disruption