Copper does not send invoices by email. Its help center says this is because of its privacy policy. Every invoice has to be downloaded from the Copper web app, and only the Account Owner can do it.
Downloading a Copper invoice
- Sign in to the Copper web app.
- Go to Settings, then Billing, then View Billing History.
- Your past invoices are listed, each with a download option.
Only the Account Owner
Regular admins and users do not see the Billing section. If the person who set up Copper has left, or finance should hold the role, ask Copper support through the in-app chat to change the Account Owner.
Fixing details on a posted invoice
Through the in-app chat, Copper can still:
- change the company name on an invoice that has already posted;
- add a tax or VAT ID to it.
The billing address cannot be changed once the invoice has posted. Get it right before the next billing date.
Card, plan and seats
The Account Owner changes the card on file, the subscription tier and the number of seats under Settings, Billing. A downgrade goes through support chat, because Copper processes it manually and it removes features.
Copper invoices, fetched for you
With no invoice email to forward, Copper is a case where email receipt capture has nothing to read, and a monthly login by the Account Owner is the only other way. Bill fetching takes that over: connect the Account Owner login and our AI agent signs in after each billing date, opens Billing History and saves the new invoice. If Copper is billed to an employee's own card, the downloaded 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
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