Setting up automatic invoice capture with Gmail

If you are in the Standard plan or above you have the option to integrate your Gmail inbox with Cledara so that the invoices are automatically uploaded to the platform saving you time and headaches.

To activate the integration go to Settings > Workspace Settings > Integrations:

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You can then connect Cledara to the Gmail inbox where your company receives your invoices for your subscriptions.

From now on, all the invoices received to your inbox that match a payment made on Cledara will be automatically uploaded to make your accountants’ life easier.

 

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