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"Collect receipts from your Clearbit account" Page Guide

The "Collect receipts from your Clearbit account" page is designed for an easy connection of your Clearbit account with your WellyBox account. Once linked, WellyBox takes care of the rest by automatically gathering your Clearbit receipts. This means that every time you make a purchase on Clearbit, WellyBox will retrieve the receipt and add it directly to your account.

Connecting Your Clearbit Account

Click on the 'Connect your Clearbit account' button on the WellyBox page.
A pop-up will appear with two steps.
The first step is to install the "Download Receipts by WellyBox" Chrome extension, which is mandatory for the service to function.
After installing the extension, proceed to the second step, which is to 'Connect your Clearbit account'. Click on this to initiate the connection.
You will be prompted to log in to your Clearbit account to authorize WellyBox to collect receipts on your behalf.

Viewing Your Receipts

After connecting, you can view your Clearbit receipts under the "All receipts" page in WellyBox.

Managing Your Clearbit Connection

If you encounter any issues with the connection, such as the extension is broken, you can use the three dots located on the right side to open the dropdown menu of actions available:
Need to sign in - to sign in to your account again if the connection was lost, or
Should you need to disconnect or change the Clearbit account, you can do so using the 'Delete' option.

Note: You can only connect one Clearbit account at a time to your WellyBox account. This ensures a seamless and organized collection of your receipts.

Updated on: 24/11/2023

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