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.

Sign up to Receipt Bot

Step 2 – Add a business

Once you have signed up, add your business to continue.

add your business

Step 3 – Upload your Documents

Start uploading the documents. You can upload your document via the web application, mobile application and email.

Upload your Documents

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.

Activate your subscription

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.

Download/Export your Data

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.

Cancel Your Subscription

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.

Frequently Asked Questions


A: Yes, Receipt Bot offers a 14-day free trial period with 30 credits. After this trial, you will need to activate your subscription to continue using the services.


A: Yes, you can reuse Receipt Bot for another project. Simply reactivate your subscription and start using it again.


A: Your data will be stored securely for up to six months after you cancel your subscription. You can download your data during this time. After this period, your data will be deleted.

Related Help Articles

Subscribe to a paid plan

Cancel Subscription in Receipt Bot

Reactivate a cancelled subscription.

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