TrochaiDocs

Invoices

View your invoice history, download PDFs, and access the billing portal for detailed information.

Invoices

Trochai automatically generates invoices for every payment processed. You can view your invoice history, download PDFs, and access the billing portal for detailed information directly from Settings > Billing.

Invoice history

At the bottom of the billing page you will find the Invoice History section with a table showing up to the 50 most recent invoices.

Each invoice in the table shows:

ColumnDescription
DateDate the invoice was generated
AmountTotal charged in USD
StatusInvoice status (Paid, Draft, or Open)
DownloadLink to download the invoice PDF

Invoice statuses

Invoices can have one of the following statuses:

  • Paid -- Payment was successfully processed. This is the most common status.
  • Draft -- The invoice has been created but not yet finalized.
  • Open -- The invoice was issued but payment has not yet been completed. This may indicate a payment method issue.

Types of invoices

Your history includes invoices for different types of transactions:

Subscriptions

Each billing cycle (monthly or annual) generates an invoice automatically when the recurring charge is processed. These invoices include:

  • The plan name (Solo, Pro, Enterprise)
  • The billing period covered (start and end dates)
  • The total amount, including applicable taxes
  • Discounts if you have an active promotional code

Credit packs

Each credit pack purchase generates a separate invoice. These include:

  • The pack size purchased (200, 500, or 1,500 messages)
  • The amount charged

Plan changes

If you change plans during a billing cycle, prorated charges may appear as additional line items on your subscription invoice.

Downloading invoice PDFs

To download an invoice:

Go to Settings > Billing

Navigate to the billing section and scroll down to the invoices table.

Click "PDF"

In the download column of the invoice you want, click the PDF link. The invoice will open in a new browser tab.

Save the file

From the tab where the PDF opened, use your browser's save option to store the file on your computer.

Invoice PDFs include all necessary information for tax purposes, including your tax identification if you have configured it.

Billing portal

To access more detailed information about your invoices and payments, you can open the billing portal:

Click "Manage billing"

On the billing page, click the Manage billing button next to your current plan.

Explore the portal

The billing portal allows you to:

  • View all your invoices with complete details
  • Download individual invoices
  • View and update your payment method
  • Update your billing information (name, address, tax identification)
  • View the complete payment history

The billing portal is a secure external page. When you are done, you can return to Trochai by clicking the return link.

Information included in invoices

Invoices include:

  • Your organization name -- As it appears on your customer account
  • Tax identification -- If configured (cedula juridica or fisica)
  • Charge description -- Subscription plan, credit pack, etc.
  • Period -- For subscriptions, the start and end dates of the covered period
  • Subtotal -- Amount before taxes
  • Taxes -- IVA or other applicable taxes
  • Discounts -- If you have an active promotional code
  • Total -- Total amount charged
  • Payment method -- Last 4 digits of the card used

Configuring tax information

To have your invoices include your tax information:

  1. Click Manage billing to open the billing portal
  2. Find the tax information or tax identification section
  3. Add your identification type (e.g., Costa Rica cedula juridica)
  4. Enter your identification number

Once saved, this information will automatically appear on all future invoices.

If you need invoices in a specific format to comply with local tax requirements, contact our support team at support@trochai.com.

FAQ

Where can I see all my invoices?

Your most recent invoices appear in Settings > Billing in the history section. For a complete history, use the billing portal by clicking Manage billing.

Can I get an invoice for a credit pack purchase?

Yes. Each pack purchase automatically generates an invoice available for download in the invoice history.

Do invoices include taxes?

Yes. Applicable taxes (such as IVA) are automatically calculated and included in the invoice. The tax breakdown is visible in the PDF.

Can I request a refund through invoices?

Refunds must be requested directly with our support team at support@trochai.com. It is not possible to process refunds from the billing portal as a customer.

How long are invoices retained?

The complete invoice history is retained for as long as your account is active. You can access invoices from any previous period through the billing portal.

Can I receive invoices by email?

A receipt is automatically sent by email to the address associated with your account when a payment is processed.

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