How to find Close CRM invoices

Past Close invoices

Go to Settings, then Payment. That page shows your past invoice history, flags any invoice whose payment failed, and is where you change the payment method. A new payment method applies to the next invoice; Close does not move already issued and paid invoices to another method.

Contact email, address and VAT

On the same Settings, Payment page you adjust the invoice details: the contact email, the address, VAT information and the rest of what prints on the invoice.

Telephony usage invoices

Calls, SMS and phone number rentals are paid from usage credits and invoiced apart from the plan. Usage invoices break down the credits spent on each before the next recharge. The usage credit balance is in the Usage tab of Billing settings. For every account charge, including add-ons and number rentals, the monthly telephony summary invoice is the full reference.

Linked organizations

When several Close organizations are linked, one invoice covers all of them at the end of the billing period. It goes to the billing email on the primary organization, under Settings, Billing, and telephony usage from every linked organization is consolidated into it. Historical invoices from a secondary organization come from support@close.com.

Three Close invoice streams, one place

Point the billing email under Settings, Billing at a mailbox email receipt capture reads, and each Close invoice sent there is filed as it lands, whichever of the three billing areas it belongs to. To pull the history from Settings, Payment instead, connect an admin login and our AI agent signs in and saves each invoice through bill fetching. A rep who pays for extra usage personally puts the invoice on an expense report.