Billing FAQ – Upsales Help Centre

Common questions and answers around Upsales subscriptions, billing and add-ons.

How do I manage my subscription?
How do I update our billing address?
How do we change to receiving invoices on PDF instead of paper?
Can we get our invoice electronically (e-faktura)?
We used to get our invoice from Fortnox. Why have we received an invoice from Upsales?
The invoice should be sent to another company within our group, who should we contact?
Which products does the invoice refer to?
There's a product on our invoice that we're not using, what should we do?
What period does the invoice refer to?
When will the invoice be sent for collection?
Our account has been locked due to missing payment, how do we reopen it?
How long does it take for Upsales to receive our payment?

How do I manage my subscription?

Your billing administrator in Upsales can manage licences and add-ons directly in Upsales. In Upsales, go to Settings → Account → Billing.

In Billing, you can change the number of licences, add or cancel add-ons and cancel your subscription.

Cancellations need to be done a minimum of three months prior to renewal. This refers to cancellation of your full subscription as well as decreasing the number of licences.

How do I update our billing address?

Your billing manager in Upsales can update your billing address. Click Settings → Account → Billing and update your information there.

How do we change to receiving invoices as PDF instead of paper?

Your billing administrator in Upsales can change invoice delivery method directly in Upsales. Click Settings → Account → Billing and update your information there.

Can we get our invoice electronically (e-faktura)?

Invoicing is by mail or email.

We used to get our CRM invoice from Fortnox. Why have we received an invoice from Upsales?

If you previously had Fortnox CRM and upgraded to Upsales, you will now get your CRM invoices from Upsales. You won't be charged for any period that you have already paid to Fortnox.

The invoice should be sent to another company within our group, who should we contact?

The invoice will always be sent to the legal entity that has an agreement with Upsales. If the invoice should be sent to another company, the agreement needs to be transferred. Please contact your Customer Success Manager to transfer your agreement.

Which products does the invoice refer to?

All invoices relate to licences in Upsales CRM and/or various add-ons. What the invoice covers is specified on the invoice under Description. If you have any questions about your subscriptions and your add-ons, please contact your Customer Success Manager.

There's a product on our invoice that we're not using, what should we do?

For questions regarding add-ons and your licences, please contact your Customer Success Manager.

What period does the invoice refer to?

The period to which the invoice relates is displayed on the invoice in the column Period.

When will the invoice be sent for collection?

If we have not received your payment 30 days after the invoice due date, the case will proceed to Billecta for debt collection. When the case has proceeded to Billecta, the Billecta invoice must be paid.

Our account has been locked due to missing payment, how do we reopen it?

Your account will be reopened automatically as soon as we receive the payment of the unpaid invoices.

How long does it take for Upsales to receive our payment?

It usually takes about two banking days from the time the payment is made until the money reaches us. However, the time can vary depending on which bank you have and which time the payment is made.