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How to download Less Annoying CRM invoices
Founder & CEO, Smartbills
2 min read
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
- Open Billing Settings.
- Find the invoice under Payment history.
- 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
- 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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