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How to Download Invoices from Housing Market CRM

Tutorial 14 of 181 · 56 s

Open the product

Every payment you make to Housing Market Group produces an invoice, and Housing Market CRM lists them on Plan and billing. This tutorial opens Plan and billing from Settings, finds the Billing & payments section with your saved payment method and subscriptions, reads the invoice list with its dates, numbers, amounts and status, and downloads an invoice as a PDF for your accounts.

In this tutorial you will learn

  • Where Plan and billing is
  • What the Billing & payments section shows
  • How to read the invoice list
  • How to view an invoice or download it as a PDF

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click the Settings icon at the top.
  3. Choose Plan and billing.
  4. Scroll to Billing & payments.
  5. One billing account covers every Housing Market Group product you use.
  6. Your saved payment method…
  7. …and your subscriptions, with the renewal date.
  8. Below them is the list of invoices, newest first.
  9. Each shows its date, number, amount and status.
  10. View invoice opens it on a secure billing page.
  11. Click Download PDF to save the invoice for your accounts.
  12. Every earlier invoice has its own Download PDF link.
  13. To change the card that pays them, use Manage billing.