Add a billing account

Billing accounts are used to associate workspaces with a specific payment method and tax information. Most companies will need to create a single billing account for all their workspaces, but if you need to use different payment methods or tax information for different workspaces, you can create multiple billing accounts.

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Billing accounts list

All accounts start with a free sandbox billing account. This gives access to sandbox functionality and allows you to keep track of the pops usage of your sandbox workspaces. In order to have live workspaces, you need to create a live billing account. This will give access to live functionality and allow you to issue real invoices.

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Create a billing account

To create a billing account, click on the Create billing account button in the top right corner of the billing page. You will be prompted to name the account. We recommend naming the account after your company or organization + “billing” or “account”.

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Add your invoicing information

Go to the Billing details section, and select Add invoicing information. Introduce your tax information and click on Save. Introducing your tax information will allow Invopop to issue invoices for our services.

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Add a payment method

Click on the Add payment method button to add a payment method to your billing account. You will be redirected to a Stripe page to add your payment method. Once you have added your payment method, you will be redirected back to the billing account page.

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Select a subscription plan

In the Subscription section, click on the Choose a plan button to select a subscription plan for your billing account. On the next screen you will be asked to select a payment currency. Once you click Next , you will need to choose your payment frequency and subscription plan. Select:

• A pop tier, based on predicted usage (actions + seats)
• Countries - where you will use Invopop; your fist country is included at no extra cost
• Integrations - self-service paid connector apps such as Chargebee or Stripe
• Pro features - including chat and email support, unlimited users, removing Invopop’s watermark from PDFs and emails, generating audit logs and access to ISO27001.

Once all your products are added, click Save . Once you have completed the subscription process, you will be able to create live workspaces.

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FAQ