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Billing & Payments

Aaron Strickland avatar
Written by Aaron Strickland
Updated over a month ago

How to Access Your Agreement Information and Invoices

As a Perkbox user, you have access to your current agreement information and historic invoices. This article will guide you on how to access this information through the platform.

Accessing Your Agreement Information

To access your current agreement information, follow these steps:

1. Select 'Enter Admin'

(I) can't see this option? You may need to speak to another admin within your company to grant access

2. Head to 'Billing'

Once you have completed these steps, you will be able to see all the information related to your current agreement, including your current plan, payment details, and any other relevant information.

Viewing Historic Invoices

If you need to view any of your past invoices, you can do so by following the same steps as above. Once you are on the 'Billing' page, you will see a section labeled 'Invoices'. Here, you will find a list of all your past invoices, including the date, amount, and invoice number.

If you have any questions or concerns about a specific invoice, we recommend contacting our finance team. You can reach them through our live chat feature or by sending an email to accounts@perkbox.com.

Questions About Your Current Agreement

If you have any questions or concerns about your current agreement, we recommend reaching out directly to your Customer Success Manager. They will be able to provide you with the necessary information and assist you with any queries you may have.

Thank you for choosing Perkbox. We hope this article has been helpful in accessing your agreement information and invoices. If you need further assistance, please do not hesitate to contact our support team.

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