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<a href="#h_32b1352f68">What are Close Automation Credits?</a>

<a href="#h_aed8a5a8f6">Add Close Automation Credits</a>

<a href="#h_dd23c9eab3">Related Articles</a>

1. <a href="#h_32b1352f68">What are Close Automation Credits?</a>
2. <a href="#h_aed8a5a8f6">Add Close Automation Credits</a>
3. <a href="#h_0d78894cf5">Summary</a>
4. <a href="#h_dd23c9eab3">Related Articles</a>
5. <a href="#h_a1b9372f71">Need Help?</a>

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Close Automation Credits allow you to add additional connections after you use the 5 included ones.

Each credit purchases one Close Automation connection.

A connection is one client's ledger linked in Canopy.

The first 5 connections are included in the Canopy subscription.

- Each credit purchases one Close Automation connection.
- A connection is one client's ledger linked in Canopy.
- The first 5 connections are included in the Canopy subscription.

Pricing: Learn more about Close Automation Credit <a href="https://www.getcanopy.com/pricing/?_gl=1*13eu2b7*_up*MQ..*_gs*MQ..&amp;gclid=CjwKCAjw_9bWBhBGEiwAomyTIv-plLjs1ciZw2pXN8Fzwvd1Q3A7fUZNKLq1-6HVHHFU_ABGfp2TnBoCi_gQAvD_BwE&amp;gbraid=0AAAAADkGOzbMDK8eItuS-_SY8PkI_BiRQ" rel="nofollow noopener noreferrer" target="_blank">pricing here</a>.

Scroll down to Close Automation Credits ​

1. Prorated charge
2. Account Balance Due
3. Due today

The payment method is read-only and populates the default payment method on your account.

1. Go to Account &gt; Settings
2. Click on Account Management
3. Scroll down to Close Automation Credits ​
 
 ​
4. Click Purchase Credits
5. Add credits in increments of 10
6. Review the price and Terms of Use
7. Click Continue ​
 
 ​
8. Review the payment details including
 1. Prorated charge
 2. Account Balance Due
 3. Due today
9. The payment method is read-only and populates the default payment method on your account.
10. Click Confirm and Pay ​

Important: Wait on this screen until the transaction processes.

This article covers how to self-serve Close Automation Credits in Canopy to enable additional client connections.

<a href="https://support.getcanopy.com/en/articles/15386538-how-do-i-find-and-use-close-automation">How Do I Find and Use Close Automation?</a>

<a href="https://support.getcanopy.com/en/articles/15423761-how-do-i-run-a-month-end-close-using-the-close-checklist">How Do I Run a Month-End Close Using the Close Checklist?</a>

<a href="https://support.getcanopy.com/en/articles/15424736-how-do-i-review-and-resolve-items-in-close-automation">How Do I Review and Resolve Items in Close Automation?</a>

<a href="https://support.getcanopy.com/en/articles/15435605-how-do-i-create-and-manage-data-monitors-in-close-automation">How Do I Create and Manage Data Monitors in Close Automation?</a>

- <a href="https://support.getcanopy.com/en/articles/15386538-how-do-i-find-and-use-close-automation">How Do I Find and Use Close Automation?</a>
- <a href="https://support.getcanopy.com/en/articles/15423761-how-do-i-run-a-month-end-close-using-the-close-checklist">How Do I Run a Month-End Close Using the Close Checklist?</a>
- <a href="https://support.getcanopy.com/en/articles/15424736-how-do-i-review-and-resolve-items-in-close-automation">How Do I Review and Resolve Items in Close Automation?</a>
- <a href="https://support.getcanopy.com/en/articles/15435605-how-do-i-create-and-manage-data-monitors-in-close-automation">How Do I Create and Manage Data Monitors in Close Automation?</a>

Contact <a href="https://support.getcanopy.com/en/articles/9375773-contact-canopy-customer-support">Support</a> or ask Penny, our AI Support Bot, for assistance.

Add Close Automation credits to enable additional client connections.

How Do I Add Close Automation Credits?

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How Do I Add Close Automation Credits?

Table of Contents

What are Close Automation Credits?

Add Close Automation Credits

Summary

Related Articles

Need Help?