PerkUp

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

Thomas Mirmotahari

Cameron Soregaroli

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

Funding

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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.

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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.

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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.

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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.

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

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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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