All bills in one place
Download your Close CRM invoices automatically
GetMyInvoices automatically downloads invoices from Close CRM. This saves you time and gives you a central overview of all receipts.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Close CRM
No more manual downloading
You no longer log in to your Close CRM account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Close CRM receipts sit in one place — central, searchable and tagged. Your team finds any document in seconds, and nothing gets lost.
Accounting without media breaks
Your receipts flow automatically into DATEV, Lexware Office or your cloud. Your books stay up to date with nothing to forward by hand.
Who uses GetMyInvoices with Close CRM
Software & SaaS Tools
Your sales team uses Close CRM to convert trial and demo leads into paying customers, while the company's own Close subscription continues to run monthly in the background. If the invoice for this ends up in a sales manager's inbox instead of accounting, it often doesn't resurface until the next reconciliation. Especially when several tools are billed in parallel, the finance department quickly loses track of which costs need to be allocated to sales. With GetMyInvoices, the invoice is automatically retrieved from the account and forwarded directly to accounting. This way, no receipt is missing at the end of the month when software costs are booked.
Get started now with receipt automation for Software & SaaS Tools
Marketing, Advertising & Social Media
For every client campaign, your agency runs its own outbound machine through Close, with call and email sequences billed month after month. With multiple clients and multiple campaigns running simultaneously, numerous recurring invoices quickly pile up that actually need to be allocated to individual projects. If collecting receipts is left to the project team, it often gets pushed aside by other tasks, delaying billing to the client. GetMyInvoices automatically retrieves invoices from the account so they can be allocated to campaigns promptly. This way, the correct cost breakdown is already available when the client invoice is written.
Get started now with receipt automation for Marketing, Advertising & Social Media
HR, Payroll & Freelancer Platforms
In recruitment agencies, your recruiters talk to candidates and clients over the phone via Close every day, while the subscription invoice for its use quietly continues to run in the background. Because the tool is usually managed by the recruiting department rather than accounting, the monthly invoice easily gets overlooked in practice or is only forwarded upon request. This leads to delays at the end of the month when deals need to be closed and a receipt is missing. GetMyInvoices automatically retrieves the invoice from the account and forwards it directly to accounting. This way, no one on the recruiting team needs to be reminded to forward the invoice anymore.
Get started now with receipt automation for HR, Payroll & Freelancer PlatformsHow does it work?
Connect your Close CRM account
Connect your Close CRM account to GetMyInvoices once to download invoices automatically.
Good to know
- Sign in with your usual login details.
- You can connect several accounts of this portal separately.
- Your login details are stored encrypted and cannot be viewed by GetMyInvoices staff.
Invoices are retrieved automatically
GetMyInvoices checks your Close CRM account regularly and downloads all available invoices automatically.
Good to know
- All available invoices and receipts are captured.
- You set the retrieval interval yourself.
- Documents already captured are not downloaded twice.
Forward to your accounting
Your Close CRM receipts are exported to the accounting solution of your choice.
Good to know
- Compatible with DATEV, Lexware Office and other accounting solutions.
- You set the export schedule independently of the retrieval interval.
- On export, you pass either the file or the file including metadata.
Proven performance by GetMyInvoices
Frequently combined with
About Close CRM
Close CRM is sales software for sales teams. Subscriptions and additional features regularly generate invoices that need to be processed in accounting. Automated processing eliminates the need to manually download and forward these receipts.
Frequently asked questions about Close CRM and GetMyInvoices
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Close CRM invoices?
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