PerkUp

Thomas Mirmotahari

Cameron Soregaroli

Adding funds, paying invoices, payment terms, and balance reports for your finance team.

Admin: Billing, Funding & Invoices

Explains how admins add funds to a PerkUp account via invoice, the three payment methods and their fees, and who has permission to do it.

Adding funds to your PerkUp account

Explains that PerkUp invoices default to Net-30 and that different terms are set by your CSM rather than self-serve in the app.

Payment terms on invoices

Breaks down the three balance figures on the account page — current balance, unredeemed rewards, and surplus/exposure — and where to track balance history.

Understanding your company balance

Adding funds, payment methods and fees, and reading your company balance.

Funding

Explains how admins find invoices on the Billing page, check paid/open status, pay by card or bank transfer on the Stripe-hosted invoice page, and download PDFs.

Finding, viewing, and paying your invoices

Explains how admins self-serve update billing entity details (legal name, address, billing email), manage multiple entities, and the limits on archiving them.

Billing entities: separate invoicing for different offices or legal entities

Explains that PerkUp's W-9 and vendor/security documentation aren't available as an in-product download and walks admins through requesting current copies from support or their CSM.

Requesting a W-9 or vendor documentation

Clarifies that only bulk orders cancelled during proofing refund automatically, while all other credits are manual balance adjustments applied by support, and shows admins where to see them.

Refunds and credits to your company account

Where invoices are sent, how to download a copy or receipt, and what open, paid, and overdue mean.

Invoice and receipt FAQ: copies, billing email, and payment status

Finding, paying, and downloading invoices; billing entities and vendor documents.

Invoices

Explains how admins find monthly balance reports on an account's Balance activity tab and download CSV summary, detailed, and reward exports for finance reconciliation.

Balance reports and transaction exports

Monthly balance reports and CSV exports for reconciliation.

Reporting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.