Use Receipt Bot for one-off project
Receipt Bot primarily operates on a subscription-based model, but you can use It for a one-off project, thus availing flexibility without long-term commitments. This is a great option if you need to process your documents for a specific purpose for one time only, such as tax preparation or an audit.
In this help article, we will discuss how to use Receipt Bot for one-off projects:
How do you use Receipt Bot for a one-off project?
To use Receipt Bot for a one-off project, you can follow these steps:
Step 1 – Sign up
Sign up to Receipt Bot to get started.
Step 2 – Add a business
Once you have signed up, add your business to continue.
Step 3 – Upload your Documents
Start uploading the documents. You can upload your document via the web application, mobile application and email.
Step 4 – Activate your subscription
Activate your subscription based on the suggested plan.
Note: You can find the suggested plan on the ‘Subscription & Billing’ page under the ‘Estimated Required Credits’ for Documents in Process’ section.
Step 5 – Download/Export your Data
After Receipt Bot processes your documents, you can download your data in any available format or export it directly to your accounting software.
Note: Receipt Bot only exports Invoices to your accounting software. For bank statements, you will need to download your data in a format compatible with your accounting software and import it manually.
Step 6 – Cancel Your Subscription
If your project is complete and you no longer require Receipt Bot’s services, cancel your subscription before the next billing cycle to avoid any unwanted charges.
Note:
Any remaining credit balance will expire once you cancel your subscription.
If you want to reuse Receipt Bot in the future, you can reactivate your subscription at any time to continue processing your documents.