All bills in one place

Download your Vtiger CRM invoices automatically

GetMyInvoices automatically downloads your Vtiger CRM invoices. This saves you time and keeps you always fully in control of your documents.

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Over 20,000 companies trust GetMyInvoices

What GetMyInvoices does for Vtiger CRM

1

No more manual downloading

You no longer log in to your Vtiger CRM account to hunt for invoices. GetMyInvoices handles the retrieval for you.

2

A searchable receipt archive

All Vtiger CRM receipts sit in one place — central, searchable and tagged. Your team finds any document in seconds, and nothing gets lost.

3

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 Vtiger CRM

Software & SaaS Tools

Software & SaaS Tools

Accounting is waiting for the Vtiger invoice, but no one on the team has downloaded the document from the customer portal because everyone is currently busy with their own sales work. With monthly billing for multiple SaaS subscriptions, such forgotten documents quickly add up to an annoying search shortly before month-end closing. GetMyInvoices automatically retrieves invoices from your Vtiger account, so no document is left sitting in the portal. This ensures all subscription invoices reliably reach accounting without anyone having to manually keep track of it.

Get started now with document automation for Software & SaaS Tools
Marketing, Advertising & Social Media

Marketing, Advertising & Social Media

If a campaign runs through Vtiger's marketing module for multiple clients simultaneously, several invoices are often generated in parallel, which the agency then has to assign individually to the respective client projects. If an invoice is missing, billing to the client is delayed, and the project's margin can only be determined later. GetMyInvoices automatically downloads all documents from the Vtiger account and passes them directly on to accounting or the tax advisor. This ensures the cost overview per campaign is ready in time for the next client billing.

Get started now with document automation for Marketing, Advertising & Social Media
HR, Payroll & Freelancer Platforms

HR, Payroll & Freelancer Platforms

A staffing agency manages dozens of candidate and client relationships in Vtiger simultaneously, and invoices for placement fees or license costs regularly arise, often getting lost in the hustle of daily recruiting. If the document is only searched for weeks later, it's missing at month-end closing or may not even appear in accounting at all. GetMyInvoices automatically detects new documents in your Vtiger account and downloads them without manual login. This ensures every invoice is available on time, regardless of who on the team is currently busy with the candidate pipeline.

Get started now with document automation for HR, Payroll & Freelancer Platforms

How does it work?

1

Connect your Vtiger CRM account

Connect your Vtiger CRM account to GetMyInvoices once to download invoices automatically.

Good to know 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.
2

Invoices are retrieved automatically

GetMyInvoices checks your Vtiger CRM account regularly and downloads all available invoices automatically.

Good to know Good to know:
  • All available invoices and receipts are captured.
  • You set the retrieval interval yourself.
  • Documents already captured are not downloaded twice.
3

Forward to your accounting

Your Vtiger CRM receipts are exported to the accounting solution of your choice.

Good to know 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

10,000+
supported online portals
50+
integrations
20,000+
customers
10+
years on the market

About Vtiger CRM

Vtiger CRM manages customer relationships, sales, and support in one system. This generates invoices for licenses or add-on modules that belong in accounting. Automated processing eliminates the manual gathering of these documents.

Frequently asked questions about Vtiger CRM and GetMyInvoices

With GetMyInvoices you connect your Vtiger CRM account once; after that your invoices are downloaded automatically. You set the retrieval interval yourself, and documents already captured are not downloaded twice.
Your login details are stored encrypted and cannot be viewed by GetMyInvoices staff. All data is transmitted over HTTPS and hosted in Germany. GetMyInvoices is also GDPR-compliant.
If a login fails, you receive a notification and can update your login details. Automatic retrieval then continues as normal.
Yes, you can connect several accounts of this portal separately. The receipts from all accounts come together centrally in GetMyInvoices.
GetMyInvoices supports over 50 integrations, including DATEV, Lexware Office and sevdesk. You set the export schedule independently of the retrieval interval.

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Vtiger CRM invoices?

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