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How to find Twenty CRM invoices
Founder & CEO, Smartbills
2 min read
To find a Twenty CRM invoice, go to Settings, then Billing, select View billing details and scroll to the invoice list at the bottom of the screen. Adding a member mid-cycle creates an extra invoice for the difference, which is why you may see more than one a month.
Finding invoices
- Go to Settings, then Billing.
- Select View billing details.
- Your invoices are listed at the bottom of the screen.
Why a new member creates an invoice
When a member is added to the workspace, Twenty sends an invoice for the difference. Removing a member takes effect on the next regular monthly or yearly invoice. Seat counts sync with the payment system every six hours and invoices are adjusted for any gap.
Payment method and billing information
Both are edited from View billing details: add a new payment method, or edit the billing information printed on future invoices.
Workflow credits
Monthly plans include 5 workflow credits a month and yearly plans 50 a year, deducted in real time as workflows run. Extra credits are bought under Settings, Billing, for the current billing period.
Twenty invoices filed as members change
A growing team means a stream of small difference invoices. Send Twenty's invoice emails to a mailbox email receipt capture reads and each one is filed as it arrives. For the full list in View billing details, connect a workspace login with billing access and our AI agent signs in and saves each invoice through bill fetching. A Twenty plan put on a founder's card is reimbursed 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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