All bills in one place
Download your Copper CRM invoices automatically
GetMyInvoices automatically downloads Copper CRM invoices and forwards them. This saves you time and keeps you always on top of your documents.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Copper CRM
No more manual downloading
You no longer log in to your Copper CRM account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Copper 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 Copper CRM
Software & SaaS Tools
Your sales team uses Copper CRM alongside half a dozen other SaaS subscriptions, and every monthly charge ends up as a separate invoice in a different inbox. At month-end, accounting has to track down all these individual documents to reconcile the credit card statement, which regularly triggers follow-up questions to team leads who barely remember the purchase. If a document is missing, the entire closing of the software cost center is delayed. With automatic invoice retrieval, every Copper CRM invoice is available in the system immediately after the charge, without anyone on the team having to search for it. This allows the SaaS cost block to be closed completely every month without any follow-up questions.
Get started now with document automation for Software & SaaS Tools
Marketing, Advertising & Social Media
In agencies, Copper CRM is often run through the credit card of a project manager who has nothing to do with actual accounting and only passes on the invoice weeks later, if at all. Since several client teams work with the tool simultaneously, subscription invoices and possible additional license costs are spread across different contacts within the company. At month-end closing, this one particular document is then missing, and accounting has to actively follow up instead of simply continuing its work. Through the automatic connection, the Copper invoice is retrieved directly after the charge and made available to accounting, regardless of who uses the tool on a daily basis. This completely eliminates the constant need to chase colleagues for documents.
Get started now with document automation for Marketing, Advertising & Social Media
Real Estate & Property Management
Real estate agents and property managers often use Copper CRM for individual locations or teams, meaning multiple licenses with their own billing cycles run in parallel within the company. For accounting, this means having to individually assign and check several Copper invoices each month to determine which location bears which costs, which quickly becomes a bottleneck when closing deadlines are tight. If a document is overlooked, the cost center calculation for the affected branch is no longer accurate. With automatic retrieval, all connected Copper accounts are captured separately and the respective invoices are reliably made available. This allows cost allocation across multiple locations to be completed without manual searching.
Get started now with document automation for Real Estate & Property ManagementHow does it work?
Connect your Copper CRM account
Connect your Copper 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 Copper 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 Copper 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
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About Copper CRM
Copper CRM is sales software for which subscription invoices are incurred for usage. These documents must be recorded for accounting purposes. Automated processing eliminates the manual downloading and forwarding of these documents.
Frequently asked questions about Copper CRM and GetMyInvoices
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Copper CRM invoices?
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