CategoryAccount and Billing
Article typeDocumentation
Estimated reading time 7 min read
Last reviewedRecently reviewed
Applies toGEVADE CRM accounts where the feature is enabled
Access requiredAccess may depend on your user permissions
Plan/configuration noteFeature availability may depend on your selected plan and account configuration
Summary
You can view, download, and manage all your past invoices and payment receipts by navigating to Settings > Billing. Here, you can also update your primary payment method and view upcoming charges.
Who this article is for
This article is for account owners, billing administrators, and accounting teams.
Overview
Keeping track of your software expenses is vital for accounting and tax purposes. GEVADE CRM provides a centralized billing portal where you can access all your financial records, download PDF invoices, and ensure your payment methods are up to date to prevent service interruptions. This self-service portal eliminates the need to contact support for basic billing inquiries, allowing your finance team to retrieve the documents they need instantly. All transactions, including your monthly subscription, add-ons, and wallet recharges, are recorded here.
Before you begin
- Ensure your Business Profile information is accurate, as this appears on your invoices.
- Verify that your user role is set to 'Admin' to access the billing portal.
- Have your company's tax ID or VAT number ready if it needs to be included on receipts.
Step 1: Access the Billing Portal
Log into your GEVADE CRM dashboard. Click on 'Settings' in the bottom left corner, and then select 'Billing' from the left-hand menu. This is your financial command center. If you do not see the Billing tab, you do not have Admin permissions, or settings may vary by feature access.
Step 2: View Payment History
Scroll down to the 'Payment History' or 'Invoices' section. Here you will see a chronological list of all charges, including your subscription, any optional add-ons, and wallet auto-recharges. The status of each payment (Paid, Failed, Pending) is clearly marked.
Step 3: Download Invoices
Next to each line item, there is a 'Download' or 'PDF' icon. Click this to download a formal invoice suitable for your accounting software. The invoice will include your Legal Business Name and Address as configured in your Business Profile at the time the invoice was generated.
Step 4: Manage Payment Methods
In the 'Payment Methods' section, you can add new credit cards, delete old ones, and designate which card should be the primary default for all subscription and usage charges. It is highly recommended to keep at least one backup card on file to prevent accidental suspensions.
Configuration note
Invoices are generated using the exact details provided in Settings > Business Profile at the time of billing. If you need your VAT number or specific company name on the invoice, ensure your profile is updated before the billing cycle renews.
Important clarification
Deleting your only payment method without adding a replacement will cause your next subscription renewal and all wallet auto-recharges to fail, leading to immediate service suspension.
Resolution guidance
My invoice has the wrong company address
Invoices are static once generated. You must update your address in Settings > Business Profile so that all future invoices reflect the correct information. We cannot retroactively alter past invoices.
Need account-specific help?
If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.
