Use Receipt Bot for one-off project

Last Updated on:January 24, 2024

Receipt Bot primarily operates on a subscription-based model, but you can use Receipt Bot for 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 can you use Receipt Bot for one-off project?

To use Receipt Bot for a one-off project, you can follow these steps:

Step 1 – Sign up

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Step 2 – Add a business

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

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Step 3 – Upload your Documents

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

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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.

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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.

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Step 6 – Cancel Your Subscription

If your project is complete and you no longer require Receipt Bot’s services at the moment, cancel your subscription before the next billing cycle to avoid any unwanted charges.

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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

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[toggle title=”Q: What is the difference between a one-off project and a subscription?” open=”yes”]
A: A one-off project is a project in which you only need a Receipt Bot for a short period of time. A subscription is a monthly charge that gives you access to Receipt Bot’s features for as long as you are subscribed.[/toggle]

[toggle title=”Q: Can I try Receipt Bot before committing to a subscription?” open=”yes”]
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 its services.[/toggle]

[toggle title=”Q: Can I reuse Receipt Bot for another one-off project?” open=”yes”]
A: Yes, you can reuse Receipt Bot for another one-off project. Simply reactivate your subscription and start using the Receipt Bot again. [/toggle]

[toggle title=”Q: What happens to my data after I cancel my subscription?” open=”yes”]
A: Your data will be stored securely for up to 6 months after you cancel your subscription. You can download your data during this time. After six months, your data will be deleted.[/toggle]

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