How to Export and Archive Your Billing History

Maintaining your own archive of billing history — rather than relying solely on the provider's records remaining accessible indefinitely — is good practice for both accounting and personal record-keeping.

Why Maintain Your Own Archive

  • Provider account access could be lost (forgotten credentials, account closure) without a personal backup
  • Business accounting/tax purposes often require retaining records for a specific number of years, independent of the provider's own retention policy
  • Faster access to historical records without needing to log in and search each time

Step 1 — Access Your Full Invoice History

See How to View, Download & Manage Your Invoices for locating the complete list of past invoices in your Client Area.

Step 2 — Download Invoices Individually or in Bulk

Download each invoice as PDF; check whether your Client Area supports a bulk export/download option for downloading multiple invoices more efficiently than one at a time.

Step 3 — Organize Downloaded Invoices Systematically

Billing-Archive/
  2026/
    2026-01-invoice.pdf
    2026-02-invoice.pdf
  2025/
    2025-01-invoice.pdf
    ...

A consistent naming/folder convention makes future retrieval much easier than an unorganized downloads folder.

Step 4 — Back Up Your Archive Properly

Don't keep your only copy of financial records on a single device — use cloud storage, a proper backup system, or both, applying the same backup discipline you'd apply to any important business records.

Step 5 — Set a Recurring Reminder to Archive New Invoices

Rather than a one-time export, establish a habit (monthly or quarterly) of downloading and archiving new invoices as they're generated, keeping your personal archive current.

Retention Period Considerations

Check your jurisdiction's requirements for how long business financial records typically need to be retained — this varies by location and business type; consult your accountant for guidance specific to your situation.

Exporting for Accounting Software

If you use accounting software, check whether it supports importing PDF invoices or requires manual data entry from them — some accounting tools have integrations that can streamline this, though hosting invoices are often manually entered given the relatively low frequency compared to other business transactions.

What to Do If You've Lost Access to Old Invoices

If you didn't maintain your own archive and need historical records, contact support to ask whether they can regenerate or provide access to older invoices — availability depends on the provider's own data retention practices.

Common Questions

How far back does the Client Area typically retain invoice history?
Varies by provider — check your specific Client Area, and don't assume indefinite retention; maintaining your own archive is the more reliable long-term approach.

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