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How to download Capsule CRM invoices

By

Founder & CEO, Smartbills

2 min read

Capsule

Capsule always emails invoices to the account's Super Administrator, and copies of past invoices are kept in the account. Invoices are available on every plan.

Past Capsule invoices

Go to Account Settings, then Account and Plan, and select View Past Invoices. If you are not the Super Administrator, ask them for a copy.

Copying invoices to someone else

  1. Go to Account Settings, then Account and Plan.
  2. In the Invoices section, select Change invoice options.
  3. Enter an address in the Copy To field.

That address does not need to be a Capsule user and does not change the subscription cost.

The address on the invoice

The billing address shown on Capsule invoices is edited through the same Change invoice options link.

Monthly and annual invoices differ

  • Monthly: the card is charged at the start of each period and the invoice is emailed afterward as proof of payment. The amount is the active, suspended and pending users times the plan price on the billing day.
  • Annual: paid in advance; the invoice is emailed with payment due within 30 days, for the agreed users times the plan price times 12.

Capsule takes Mastercard, Visa (credit or debit) and Amex.

Capsule invoices copied straight to the books

The Copy To field is made for this: enter a mailbox that email receipt capture reads and every Capsule invoice is filed the moment the Super Administrator receives theirs. For invoices from before you set it, connect the Super Administrator login and our AI agent signs in, opens View Past Invoices and downloads them through bill fetching. If a consultant pays for their own Capsule seat, the invoice goes on their expense report.

Have receipts like this captured for you

Frequently asked questions

Account Settings, Account and Plan, then View Past Invoices.

Yes. Add their address in the Copy To field under Invoices, Change invoice options.

The Super Administrator, always by email.

Sources

Steps checked against these pages on the date above. Menus change; if a label differs, the page linked here is the one to trust.

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