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How to find Twenty CRM invoices

By

Founder & CEO, Smartbills

2 min read

Twenty

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

  1. Go to Settings, then Billing.
  2. Select View billing details.
  3. 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

Frequently asked questions

Settings, Billing, View billing details. Invoices are listed at the bottom.

Adding a workspace member triggers an invoice for the difference.

Settings, Billing, View billing details, where you can edit billing information and payment methods.

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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