All bills in one place
Download your Sugar CRM invoices automatically
GetMyInvoices automatically downloads your Sugar CRM invoices. This saves you time and keeps all receipts centrally in view.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Sugar CRM
No more manual downloading
You no longer log in to your Sugar CRM account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Sugar 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 Sugar CRM
Software & SaaS Tools
Every month, the SugarCRM invoice for your own license arrives, while at the same time subscription customers are renewed, canceled, or upgraded, each generating their own receipts. This causes many small, recurring items to accumulate in accounting, which someone from the finance team has to manually assign to the correct month. If an invoice is missing at closing, this delays revenue recognition and leads to queries from the tax advisor. With automatic retrieval, all SugarCRM receipts land in the system on time and completely before the month-end close begins.
Get started now with receipt automation for Software & SaaS Tools
Retail & E-Commerce
While sales manages orders and customer accounts via the Sell module, the billing for CRM usage usually runs unnoticed in the background, and the invoice for it quickly disappears into the inbox among countless order confirmations. With high order volumes in online retail, a single missing software invoice often only becomes apparent when the account reconciliation doesn't add up at month's end. Accounting then has to retroactively research who initiated the payment and what it was for. With automatic capture of SugarCRM receipts, this item is always accessible and reconciliation goes smoothly without any queries.
Get started now with receipt automation for Retail & E-Commerce
HR, Payroll & Freelancer Platforms
Recruiters work daily in SugarCRM to manage candidate and customer pipelines, but the invoice for usage often ends up in the inbox of someone who has nothing to do with the actual accounting. This means the finance team regularly has to call around just to get the receipt before the payment can be booked. Especially at staffing agencies with multiple branches or clients, such inquiries quickly add up to a real time drain before each closing. If the SugarCRM invoices are automatically retrieved, there's no need for follow-up, and the receipts are immediately available for booking.
Get started now with receipt automation for HR, Payroll & Freelancer PlatformsHow does it work?
Connect your Sugar CRM account
Connect your Sugar 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 Sugar 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 Sugar 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 Sugar CRM
Sugar CRM is a customer relationship management software in which invoices for subscriptions or additional services are also generated. These receipts must be recorded for accounting purposes. Automated invoice retrieval saves you the manual downloading and ensures seamless accounting.
Frequently asked questions about Sugar CRM and GetMyInvoices
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Sugar CRM invoices?
Try GetMyInvoices with no obligation and start collecting your receipts automatically.