How do I manage my subscription?
Your billing administrator in Upsales can manage licenses and add-ons directly in Upsales. In Upsales, go to Settings > Account > Billing.
In Billing, you can change the number of licenses, add or cancel add-ons and cancel your subscription.
Please note that cancellations need to be done three months prior to renewal to be valid. This refers to cancellation of your full subscription as well as decreasing the number of licenses.
How do I update our billing address?
Your billing manager in Upsales can update your billing address. Log in to Upsales, click on Settings > Account > Billing and update your information there.
How do we change to receiving invoices on PDF instead of paper?
Your billing administrator in Upsales can change invoice delivery method directly in Upsales. Log in to Upsales, click on Settings > Account > Billing and update your information there.
Can we get our invoice as e-invoice (e-faktura)?
We can only invoice by mail or e-mail.
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 get your CRM invoices from Upsales going forward. You will not 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 licenses 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 licenses, 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.
Please contact firstname.lastname@example.org for any other questions.