PerkUp

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

Cameron Soregaroli

Thomas Mirmotahari

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

Invoices

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Create your workspace and invite the people you work with.

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

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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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