What is a Credit?
An overview of Credits and AutoEntry's credit system
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Credits are essentially the currency you use when uploading documents to AutoEntry.

To find out more about our pricing, see here.

The amount consumed depends on the document type uploaded.

Invoices have the lowest charge, whereas bank statements cost more due to the higher volume of extraction required.

AutoEntry's credit system

Credits are charged as follows:

Purchase/Sales invoices

1 credit per invoice

Purchases/Sales invoices with line items

2 credits per invoice


1 credit per invoice/receipt

Supplier statements

2 credits per statement

Bank and credit card statements

3 credits per page

Document fetching

2 credits per document

How long do credits last?

Credits expire 3 months after the date of purchase. This means they effectively roll over for a maximum of 3 months if unused. This applies to credits both added via a subscription or by bulk purchasing.

πŸ“ŽNOTE: If a subscription is cancelled, the most recent credits purchased expire after 30 days, and any credits remaining from a previous month's renewals, keep their 90-day expiry as normal.

Overage Limit

AutoEntry has a standard fair usage policy to help you work without disruption and get the most value from your subscription. Effectively, we give you an automatic overdraft if you're busy, and rollover unused credits if you're not!

How it works

When you add a subscription to your AutoEntry account, we give you a 2-month overdraft wherein if you use more credits than expected, you can go into a minus credit balance; up to 2 months' worth of your subscription level. The extra credits used (overage) are charged at the same rate as your current subscription level and are added to your next renewal price, pro-rata.

If you have a quieter month than expected, any unused credits roll over for a maximum of 90 days before they expire.

If the maximum number of overage credits are used, the account automatically freezes. However, as we don't lock you into contracts or fixed period pricing, you can go to the Subscription and Billing section of your Account Settings and add more credits by selecting the Purchase Credits in Bulk option. Alternatively, you can move up to the next subscription level if necessary.

πŸ“ŽNOTE: When you sign up for a subscription, this feature is automatically enabled. It is not possible to switch this off. The exceptions to this are if you are not signed up for a subscription and simply bulk purchase credits on a pay-as-you-go basis, or if you are still on a free trial.

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Last edited:

May 29, 2023, 2:14 PM

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