How to find folk CRM invoices

Invoice history

Go to Settings, then Billing, to view past invoices and their details. Each invoice has a header with the invoice number, issue date, due date and billing details, an overview of plan charges and prorated charges, and a breakdown of any prorations.

Who receives invoice emails

On the Billing page you can add or update the billing contact who receives invoice emails, edit the billing address and change the payment method. folk only accepts credit cards.

Getting the company name on invoices

Select Update information on the Billing page and put your company name on the first address line. If it is not there, it will not show on your invoices. The tax type is updated from the same page. Once an invoice is issued and paid it cannot be edited; changes apply to upcoming invoices.

The tax ID and the first payment

folk cannot add a tax ID to the invoice for the first payment. Its help center suggests paying, asking the team for a cancellation and refund, adding the tax ID, then paying again. Add the tax ID right after signing up if you need it on every invoice.

Prorated charges

Adding a member charges only the remaining days of the cycle; removing one gives a credit for the unused time. Upgrades apply immediately, downgrades at the end of the cycle. On a yearly plan, members added mid-year are billed on the next cycle's invoice, on the same day of the month as your billing date.

folk invoices without asking an admin

Make the billing contact a mailbox that email receipt capture reads and each folk invoice lands in your books with its prorations as it is emailed. To pull the invoice history directly, connect an admin login and our AI agent signs in to Settings, Billing and saves each invoice through bill fetching. A folk seat paid on a team member's own card goes on their expense report with the invoice attached.