To get started using AutoEntry, you'll need to add credits to your account. Credits are required to upload documents to your companies.
There are 2 ways in which you can add credits; adding a subscription or purchasing in bulk. We explain how to do this below.
📌TIP: Find more information about AutoEntry's credit system and pricing here.
A credit subscription will keep your account topped up on a monthly basis. AutoEntry has subscription levels to suit different users and their automation needs.
How to add a subscription
How to add a subscription
Click the Settings icon on the left-hand side of your AutoEntry homepage. This will take you to your Account Settings page.
Under the Subscription and Billing tab, click + Add Subscription.
In the pop-up menu, enter your account details, select the subscription level that best suits your needs, and enter your billing details before clicking Purchase.
📌TIP: You can change these details at any time in your Account Settings.
Purchasing credits in bulk allows you to add credits on a once-off basis. If you already have a subscription on your account, you can still make a bulk purchase and it will have no effect on your regular monthly balance.
How to bulk purchase credits
How to bulk purchase credits
Click the Settings icon on the left-hand side of your AutoEntry homepage. This will take you to your Account Settings page.
On the Subscription and Billing tab, select + Purchase Credits in Bulk.
Select the number of credits you require (the currency is automatic). Enter your card details (if necessary) and click Purchase.
📎NOTE: The cost of purchasing credits in bulk may be slightly more expensive per credit than purchasing a subscription.
Related guides
An overview of your Subscription and Billing page where you can view your credit balance, account details and more can be found here.