- Guides
- Receipts and invoices
- Business software
- How to download Capsule CRM invoices
How to download Capsule CRM invoices
Founder & CEO, Smartbills
2 min read
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
- Go to Account Settings, then Account and Plan.
- In the Invoices section, select Change invoice options.
- 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
- 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
Steps checked against these pages on the date above. Menus change; if a label differs, the page linked here is the one to trust.
Related guides
More guides like this3 min read
How to download Nutshell invoices
Where Nutshell administrators download subscription invoices as PDFs, when Nutshell invoices you, how Email Marketing is billed, and what to update when billing details change.
2 min read
How to download Less Annoying CRM invoices
Where Less Annoying CRM admins view and download invoices, who receives billing emails, and why Paddle's name appears on your statement.
3 min read
How to get Nimble CRM receipts
Who receives Nimble payment receipts, how account admins resend them or add a bookkeeper as a receipt receiver, what each charge covers, and Nimble's refund rules.