What this feature does and when to use it?
The Plans and Billing area in Recruit CRM lets you:
Access all subscription invoices/receipts in one place.
Download subscription invoices for record-keeping or accounting.
View the current or active payment method on file.
Change the card details used for subscription billing at any time.
Update billing information so it appears on future invoices.
Before you begin:
Only Account Owners have access to the Plans & Billing section.
You can check who the Account Owner is in Admin Settings > Account.
On the Business plan and above, access can be granted to Plans & Billing to users on custom roles.
Recruit CRM does not store your card information in its own database; card details are stored with the billing partner, Stripe.
Download all your Recruit CRM subscription invoices/receipts
1. Open Admin Settings from your Recruit CRM account.
2. Go to Plans & Billing within Admin Settings.
3. Click on Invoice History on the left-hand side to view all your subscription invoices and receipts.
4. From the Invoice History page, download the required subscription invoices/receipts as needed.
How to check your payment method on file?
1. Open the Payment Methods page from the billing area.
2. Review the active or current cards shown at the top of the Payment Methods page.
3. To change the card on file, use the option 'Add Payment Method' on the Payment Methods page to add a new card at any time in the future.
On the top of the payment method's page, you will be able to see the Active/current card and also add a new card.
Need VAT/Tax ID on your Recruit CRM subscription invoices?
1. If you need a VAT or tax ID on your invoices, go to the Billing Information section and update your billing information there and this information will appear on all your future invoices.
Troubleshooting
Problem: You cannot see the Plans and Billing section.
Problem: You cannot see the Plans and Billing section.
Likely cause: You are not the Account Owner and do not have the required permissions.
What to check:
Confirm who the Account Owner is under Admin Settings > Account.
Check if your role is a custom role with billing access (on the business plan and above).
Resolution:
Ask the account owner to access billing for you, or
Ask the account owner to grant billing access to your custom role (if you are on the business plan or above).
Problem: Your VAT or tax ID does not appear on past invoices.
Problem: Your VAT or tax ID does not appear on past invoices.
Likely cause: The billing information was updated after those invoices were generated.
What to check:
Confirm that your VAT or tax ID is correctly entered in the billing information section.
Resolution:
Use the updated billing information for future invoices; past invoices will not automatically change.
Conclusion:
You can manage all your Recruit CRM subscription invoices, payment methods, and billing details from the Plans and Billing section, as long as you have the right access. If you still have questions, please contact Recruit CRM support for further assistance.
Happy Recruiting :)
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