There's nothing more important than balancing income and expenses when running a business. That's why we've built our new billing system. Everyone receives a regular bill, you'll know when to expect our invoice and with the app's new billing section, you can keep an eye on your spend.
However often you choose to receive your invoices, when they arrive, they'll be on the first of the month.
You'll get an email with a summary of the previous period's assessments, task management access and one-off charges. Attached to the email will be an invoice and a CSV breakdown.
Invoices arrive on the first of the month and we request that you make payment within 28 days. Payment is made by bank transfer. Our banking details are provided on the invoice.
Recognition of Payment
When we receive your payment, a thank you email will be sent so you know it arrived safely.
If you send payment within 14 days of the invoice being issued, you won't get any reminders.
You can now keep track of all unbilled charges on the app avoiding any surprises on invoice day.
Go to the App > Settings > Billing.
The billing section allows you to:
We will eventually move all our clients to the new system but if you want access to the new billing tools now, get in contact and we'll switch you over.
Learn how to set up billing.