Install the Chrome extension
Add the Inbox Ledger Chrome extension, sign in, and link it to your organization to capture invoices from billing portals.
Install the Chrome extension
The Inbox Ledger Chrome extension captures invoices from supported billing portals while you browse and sends them to your organization. It runs alongside any OAuth portals and email sources you already use.
Any role can install the extension and manage its own link to your organization. You do not need the admin or owner role for this.
Install and link
Install from the Chrome Web Store
Open the Inbox Ledger listing in the Chrome Web Store and click Add to Chrome, then confirm the permissions prompt.
Pin the extension
Click the puzzle-piece icon in Chrome's toolbar and pin Inbox Ledger so its icon stays visible.
Sign in
Click the Inbox Ledger icon and sign in with the same account you use for the dashboard.
Link to your organization
After you sign in, the extension links to your active organization and shows a connected status. Captured invoices now go to that organization.
Click the pinned Inbox Ledger icon in Chrome. Show the popup signed in, with the connected organization name and the connected status.
alt: Inbox Ledger Chrome extension popup showing a connected organization
Capture an invoice
Open a supported billing portal in Chrome and go to its invoices or billing page. The extension recognizes the portal and captures the invoice, then uploads it to your organization where it appears in Documents.
The extension checks for duplicates before uploading, so re-opening an invoice you already captured does not create a second copy.
Not sure which providers work? See Portals the extension supports.
Related
Portals the extension supports
The full list of billing portals the extension captures.
Chrome extension issues
Fix sign-in, capture, and duplicate problems.
Portals
OAuth portal connections and how they differ.
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