How to get Nimble CRM receipts

Resending a receipt

1. As an account admin, go to Settings, then Billings.
2. Scroll toward the bottom of the page and find the receipt.
3. Select Resend.

Only account admins can resend receipts.

Sending receipts to your bookkeeper

An account admin can name other people who get every payment receipt automatically, which suits an accountant or a shared finance inbox.

1. Go to Settings, then Billing.
2. Select Advanced Settings.
3. Next to Send Payment Receipts To:, select Edit Emails.
4. Enter the address, separating several with commas, and save.

Billing history

Payments, an annual prepayment included, appear in the Billing History section of the Billing page. The top of that page shows the next billing date and the total due, broken down by licenses and any contact, storage or other upgrades.

What each charge covers

Nimble bills for the number of licenses on the account, not the number of active users. Licenses and upgrades added mid-cycle are prorated for the rest of that cycle, then billed in full from the next one. Extra storage comes in 10GB blocks at $10 a month, and another 10,000 contacts also costs $10 a month. Moving from monthly to annual billing can bring a prorated charge, and your payment day may change to the day you switch.

Refunds and removed licenses

Nimble gives no refunds for cancellations, account deletion or upgrades removed partway through a billing cycle, and enrichment credit purchases are not refunded either. Removing a license under Settings, Users stops future charges for it without crediting the current period. Nimble suggests deleting an account a few days before the next billing date to avoid another charge.

Payment methods

Nimble accepts PayPal and all major credit cards: Visa, MasterCard, American Express and Discover. PayPal works for monthly and annual plans. If a Solution Partner referred you, their name shows on the billing page.

When the account admin leaves

The current account admin hands the account over from Settings, My Account, with Transfer Account Ownership. Do it before they go, because receipt resends and the receiver list both sit with the account admin.

Nimble billing questions

For anything the billing page does not answer, such as company details on a receipt, write to billing@nimble.com.

Nimble receipts filed on arrival

Since every payment triggers a receipt email, make a finance mailbox one of the receipt receivers and email receipt capture files each Nimble receipt as it arrives. For older ones, connect an account admin login and our AI agent signs in to Settings, Billings and collects them through bill fetching. A Nimble plan paid on a personal card is reimbursed through an expense report.