Last updated: 2026-10-19
Booksmate downloads Zoom invoices automatically: add Zoom in Booksmate, press Fetch All, and your invoices are downloaded for you. Manual steps are listed below if you prefer to download them yourself.
Sign in to the Zoom web portal, open Plans and Billing, then Payment History. Tick the box next to the invoice number and click Download to save the PDF.
Only the account owner, admins and roles with billing permissions can see invoices. If you have that access, check that you are signed in to the Zoom account that pays. Zoom says a card can be linked to a different Zoom account from the one you are looking at.
The email address in the Sold To Contact gets all billing notifications. You can add more email addresses that are told when a new invoice is posted. Change them in Plans and Billing, then Billing Management, under Contact Information.
Zoom's help only describes one invoice at a time: tick the box next to an invoice number and click Download, or open the invoice and click Print.
Booksmate downloads Zoom invoices automatically in seconds. Add Zoom in Booksmate, press Fetch All, and every invoice is downloaded for you without manual login.
Booksmate downloads your Zoom invoices and saves them as PDFs, so you never log in manually again.
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Add Zoom inside Booksmate
Press Fetch All and Booksmate downloads your invoices
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Requires admin or billing access
Yes. Booksmate runs on your own computer and never stores your Zoom password, so your login details are not shared with any third party.
Yes. When you first add Zoom to Booksmate, Booksmate downloads the full invoice history that is available in your Zoom account.
Yes. Booksmate gathers invoices from your email inbox in addition to web portals like Zoom, giving you one complete invoice collection setup.
Yes. Booksmate downloads your complete Zoom invoice history automatically. Add Zoom, press Fetch All, and every available invoice is saved to your computer.
Yes. Booksmate saves every invoice as a PDF, so they are easy to organize, share, or upload to your accounting software.
Open means you have not paid the invoice. Processing means the payment is being processed or the invoice is not available yet. Paid means the payment went through. Credit means you have a credit on your account.
Zoom lists these common reasons: an add-on or a different licence than you meant to buy, a user given a paid feature, usage charges such as Zoom Phone, add-ons that renew on a different date, and tax. Open the invoice and check the Charge Details section.
Contact Zoom Billing and ask for the past invoices. A Zoom community team member gave this advice when a customer lost older invoices after switching currency.
Connect once. Booksmate collects invoices from websites and emails, then sends them to your accounting tools.
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