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How to find Streak CRM invoices
Founder & CEO, Smartbills
3 min read
Streak invoices are on the billing page in Streak Home, under View invoices. The team's payer and anyone with the Team permission level of Owner can open them; members cannot.
Viewing invoices
- Open Home from the left navigation, or select the Streak icon at the top of your inbox.
- Select the credit card icon in the top right corner to open Payment Information, which some Streak articles call Billing and Teams.
- In the Billing section, select View invoices.
Which roles see billing
Three team roles matter here. Owners administer the team and see invoices. Payer Only users handle billing and can take it over. Members have no billing access and need an Owner to change their role. Streak's own suggestion for adding an invoice recipient is to give that person Owner permission.
Card and billing address
Only the payer can change billing details. In the Payment Method section, Change Payment Method replaces the card and Update Billing Address opens a window to edit the address. After a card change, the payment processor tries it on its next automatic cycle, typically within 24 to 48 hours, and support can rerun it sooner. Streak's help center does not mention a company name or VAT number field; write to support@streak.com if your invoices need one.
Taking over billing
Whoever first subscribed to a paid plan becomes the payer. When that person leaves, an Owner or Payer Only user takes over from Gmail:
- Click the Streak icon in the top bar.
- Select Manage Billing and Teams.
- In the Billing section, select Take over billing.
The existing card moves to your account, and you can then update the card and billing address and view and download invoices. A departing payer must transfer billing before they can be removed from the team. If no Owner is left, contact Streak by chat or at support@streak.com.
Before cancelling
Under Plan, Cancel Paid Plan moves the team to the free version when the billing cycle ends. Streak suggests sending yourself a copy of any receipts first. Billing actions only work in the desktop version of Chrome.
Streak invoices in the books
Rather than saving receipt copies to a personal inbox, send them to a mailbox email receipt capture reads and each one is filed with the rest of your receipts. For the invoices behind View invoices, connect the payer's or an owner's account and our AI agent signs in and downloads them through bill fetching. A rep who pays for their own Streak seat attaches the invoice to 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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