BambooHR invoices are in Settings, then Account, then Billing. Past invoices sit in the billing history list on that page, which some BambooHR updates call Invoice History. Account Owners and Billing Contacts can filter it by date range and export one or several invoices as a CSV.
Who can see invoices
The Account Owner adds and removes Billing Contacts. BambooHR's self-serve billing update says all Admins and Billing Contacts can view invoices, and it applies to accounts paying monthly by credit card or ACH. Annual prepay customers and those paying by check or wire may still see the older billing view.
What each invoice charges for
BambooHR bills each month for the active employees in the account, or for the count you signed up for if you have not reached it yet. To see the headcount behind an invoice, open the three-dot menu beside it and choose Download Active Employees (CSV). The file lists who was active and which add-ons each person had as of the invoice date. It is the quickest answer when the total looks higher than expected.
Billing history lookup and CSV export
Set a date range to narrow the list, select the invoices and export them as CSV. A quarter of HR software spend can be reconciled this way without opening each invoice. BambooHR's update on self-serve billing also made past-due invoices easier to pay from the same area.
Changing the card that pays
Account Owners and Billing Contacts can replace the card on file: go to Settings, then Account, then Billing and click Update Card, and a window walks through the new details. The Manage Subscriptions page, opened from the Account Info tab, shows your active plan and add-ons.
BambooHR headcount, invoiced and explained
Each BambooHR invoice moves with hires and departures, and its explanation sits in a separate CSV. Our AI agent signs in to BambooHR with a Billing Contact login and saves every invoice through bill fetching. HR software is a business expense that belongs with your tax receipts, and when BambooHR invoices reach your inbox, email receipt capture keeps those copies too.
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
- Tax receiptsA tax receipt organizer that sorts medical, childcare, donation and tuition receipts by category as they come in and keeps a running total all year.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
Frequently asked questions
Sources
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