The TeamUnify Update transfers historical billing data to a read-only file, which you can download for record-keeping.
How to Download Your Account's Historical Billing Data
Click My Account > Account Info in the side menu.
Click the Historical Billing Information.
Click Download Historical Account Balance Data.
How to Download Your Organization's Historical Billing Data
You must have Superuser or Financial Admin - Full Access to download historical data.
Click Business Tools > Group Billing Admin in the side menu.
Click Historical Account Balance.
Click Download Historical Account Balance Data or Download Historical Lesson Balance Data.