Billing and payments are increasingly online processes. Many Agile users take advantage of our seamless integrations with leading billing apps such as Stripe, FreshBooks, Xero and QuickBooks, and we’re happy to announce that you can now easily access past Agile CRM invoices, including payment details, right from your CRM dashboard.
Where to find past Agile invoices
If you have a paid plan with Agile CRM, your past three invoices are now always available from your CRM dashboard. Here’s where to find them:
- Log in to your domain (yourcompany.agilecrm.com)
- Select “Plan & Upgrade” from the drop-down menu on the upper right
- Check out your recent invoices, and let us know if you have any questions!
It’s a good idea to check the ‘Plan & Upgrade” page regularly for details about your account. Checking out your invoices is a good time to decide if your business is ready to add more users or upgrade to a more comprehensive plan. Our rates are still the best in the industry, and we have a plan to fit every business need, whether you’re looking for a comprehensive sales enablement tool, more nodes for your marketing automation campaigns, or just need to add more contacts or send a bunch more dynamic, responsive emails. Here are updated details about Agile CRM pricing and plans.
We’re happy to have you as a part of the Agile family. Don’t forget to add billing plugins to your account if you want to see all of your customers’ payment info right on contact pages in the CRM.