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How to get a MongoDB Atlas invoice
Founder & CEO, Smartbills
2 min read
MongoDB Atlas invoices are under Billing in your organization. Select the organization from the Organizations menu, click Overview under the Billing header, and open the Invoices tab for past months. You need the Organization Billing Viewer role or higher to see them.
Download a past invoice
- Pick the organization from the Organizations menu.
- In the sidebar, click Overview under Billing.
- Open the Invoices tab.
- Click the download icon in the Download column and choose a format.
The PDF Usage Summary is a copy of your actual bill for the period. The CSV Usage Summary itemizes usage, and the CSV FOCUS Cost & Usage Report follows the FOCUS standard for cost tools. If credits applied, the CSV has a row described as Credit with a negative amount. Leave that row out when you add up the subtotal.
The current month
For charges still building, click View Pending Invoice. Atlas posts charges at the organization level the day after you incur them, and an organization should never have more than one PENDING invoice.
What the status column means
- PENDING: the current cycle, still open.
- CLOSED: finalized with a balance, not yet charged.
- SUCCESSFUL: MongoDB received payment.
- FAILED: the charge did not go through. Click RETRY after checking the card supports USD and is authorized.
Other statuses include PREPAID, INVOICED, FORGIVEN and N/A for zero amounts.
Tax invoices and payments
The PDF action on a payment downloads the tax invoice that is also sent by email. A per-payment PDF covers only that payment, while the invoice-level PDF covers the whole cycle. Customers with an amount due on a monthly commitment or elastic subscription can click PAY NOW in Payment Details. If you subscribed through a cloud marketplace, your cloud provider imposes the taxes. Changing the payment method or billing profile takes the Organization Owner or Organization Billing Admin role.
Atlas invoices matched to the right cluster budget
Give a Billing Viewer login to Smartbills and our AI agent downloads each closed Atlas invoice, PDF and CSV, with bill fetching. Point the tax invoice email at a mailbox that email receipt capture reads to keep a second copy with the payment it belongs to. subscription tracking shows how the organization's spend moves as clusters scale.
Have receipts like this captured for you
- Bill fetchingInvoices that only live on vendor portals, downloaded on a schedule and passed to accounts payable while there's still time to approve them.Learn more
- Email receipt captureConnect Gmail, Outlook, Zoho Mail or IMAP. Automatically collect receipts and invoices from the folders you choose, including Archive and Spam.Learn more
- SubscriptionsA subscription tracker that finds every recurring charge on your cards and warns you about free trials and price increases.Learn more
Frequently asked questions
Sources
Steps checked against these pages on the date above. Menus change; if a label differs, the page linked here is the one to trust.
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