Step by step
Download the invoice from BambooHR
Sign in to the billed BambooHR account as an Account Owner or Billing Contact.
Open Settings > Account > Billing > Billing History.
Filter the history to the dates you need and identify the invoice records.
Export the selected invoice history as CSV. If you need the original invoice PDF, ask your billing contact or BambooHR support for it.
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Older documents
Where historical invoices are stored
Settings > Account > Billing > Billing History
Missing evidence
What to do if an invoice is missing
Check the account, date filter, and Billing Contact access. The public product update documents a CSV export; it does not confirm a PDF download action. Ask BambooHR support for an original document if needed.
Troubleshooting
Common retrieval problems
- A product administrator is not an Account Owner or Billing Contact.
- The date filter excludes the invoice.
- An invoice-history CSV is mistaken for an original invoice PDF.
Reconciliation
Match the invoice to a card or bank charge
- Match the company, invoice date, billing period, and amount.
- Keep platform subscription charges separate from payroll and benefits charges.
Verification
Sources and review date
Last verified September 6, 2026. If the vendor portal has changed, use the linked official documentation.