Advanced
Account & Plans
Your Account is for your personal profile, billing, and plan.
Plans & billing
- Go to Account → Plans to compare and change plans
- Some plans include a trial
- Every feature works on every plan, including free
- Higher plans raise your limits (organizations, team members, customers, storage) and lower your platform fee
Profile
Update your name, email, password, and profile photo here.
Referrals
Share your referral link to invite other organizations.
Multiple organizations
You can belong to more than one organization and switch from the top bar.
Customer portal vs account
Customers paying invoices use the customer portal, not the staff account area.
Create an account