How to Download Invoices from Close CRM

Access your Close account:

1. Go to app.close.com
2. Enter your email address
3. Enter your password
4. Access your organization

Navigate to organization settings:

1. Click on your organization name in the top left
2. Select "Settings" from the dropdown
3. Or click settings icon in navigation
4. You'll see organization management options

Find billing section:

1. In Settings, click "Billing & Plan"
2. Or look for "Subscription" option
3. View your current plan details
4. See billing cycle and users

Access invoice records:

1. Click on "Billing history" or "Invoices"
2. See list of all past charges
3. Each shows date, amount, and status
4. View payment method used

Note: Invoices include subscription fees for all users and features.

Get your billing documents:

1. Find the invoice you want to download
2. Click "Download" or "View invoice"
3. Invoice downloads as PDF file
4. Save for your records

Update billing information:

1. In Billing section, update payment method
2. Edit billing contact details
3. Manage plan and user seats
4. View next renewal date and amount

Tip: Close sends email receipts for all subscription payments and renewals.