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How to download Less Annoying CRM invoices

By

Founder & CEO, Smartbills

2 min read

Less Annoying CRM

To download a Less Annoying CRM invoice, open Billing Settings, find it under Payment history and select the PDF icon. Only administrators can see billing. The charge on your card statement shows as Paddle, the company that bills on Less Annoying CRM's behalf and collects the sales tax.

Viewing and downloading

  1. Open Billing Settings.
  2. Find the invoice under Payment history.
  3. Select the magnifying glass to view it, or the PDF icon to download it.

If you do not see a billing option, you are not an administrator; ask the administrator on your account.

Who receives billing emails

From Billing Settings, choose the option to change who receives billing emails. Only other admins on the account can be picked. To send invoices to someone who is not an admin, contact Less Annoying CRM support.

Paddle on your statement

Less Annoying CRM bills through Paddle, a merchant of record that collects sales tax where governments require it. Paddle's name appears alongside Less Annoying CRM's on card statements and billing emails, and calls to the number on the statement reach Paddle.

Changing the card

From Billing Settings, select the option to update payment information and re-enter the card, expiry date and CVV.

Less Annoying CRM invoices captured

Billing emails go to admins only, which is easy to work with: forward them to a mailbox email receipt capture reads, and when the sender reads Paddle, the invoice is still matched to Less Annoying CRM. To collect the PDFs from Payment history, connect an admin login and our AI agent signs in and downloads them through bill fetching. A rep's seat paid on a personal card goes through an expense report.

Have receipts like this captured for you

Frequently asked questions

Billing Settings, under Payment history. The PDF icon downloads each invoice.

Paddle is the merchant of record that handles billing and sales tax for Less Annoying CRM.

Only admins can be chosen in Billing Settings. Contact support to send them to someone else.

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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