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- How to download Apollo.io invoices
How to download Apollo.io invoices
Founder & CEO, Smartbills
2 min read
Apollo admins manage billing under Settings, Plan & billing, Billing: the card on file, the details printed on invoices and the invoice history.
Downloading past invoices
- Go to Settings, Plan & billing, Billing.
- Scroll to Invoice history.
- Select Download next to an invoice for the PDF.
Choosing who receives invoices
Under Send invoices, enter the email of the Apollo user who should receive invoices. Under Additional Invoice Information you can add a memo, such as a PO number, then select Save.
Company name, address and tax ID
Your billing information appears in the Bill to section of the invoice. Under Billing information, select Update billing information to change the company name and address, and optionally pick your country's tax ID type and enter the number. Changes to billing information and invoice settings apply to future invoices only.
Billing without a sales seat
Apollo admins can assign billing and seat managers: teammates who get access to billing and seats without taking a paid seat. That suits a bookkeeper who never prospects.
Payment
Apollo takes the major credit cards, including Visa, Mastercard, American Express, Discover and Diners Club, but not PayPal, Apple Pay, Google Pay, cheques or Bitcoin. The card cannot be removed while a paid plan is active; replace it with Update Credit Card.
Apollo invoices routed to finance
Set the Send invoices address to a mailbox that email receipt capture reads and every Apollo invoice is filed as it is sent, with your tax ID and PO memo on it. For the history, connect an admin or billing manager login and our AI agent signs in to Invoice history and downloads the PDFs through bill fetching. Credits a rep bought on a personal card are repaid through an expense report.
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
- 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
- Expense reportsExpense report software that attaches the receipts for you, works out mileage, routes the approval and shows each employee when they'll be paid back.Learn more
Frequently asked questions
Sources
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