The Account Services team was created to efficiently answer your questions ranging from feature access, vendor forms, invoice issues and payment. Have questions? Ask them below!

What you need to know from this video:

How do I access Account Services? You can access this team via the Customer Success Hub by clicking the "Get Account Services Support" tile on the home page.

What issues do Account Services handle? Account Services will focus on non-technical inquiries including invoicing issues, vendor forms, product or feature access, and payment questions. Here’s a comprehensive list:

• Invoice Edits
  • Add PO number, change bill to, add PO
• Invoice Corrections
  • Did not renew, no PO, Change Contact Information
• Request Invoice Copy
• Request Payment Terms Change
• Vendor Forms + Billing Documents
  • ACH, SOA, W-9, banking
• Invoice Delivery Instructions
• Tax Withholding
  • Cash App
• Tax
  • Certificates, Working with tax team to remove tax on invoices
• Upload Invoice to Portal 
  • Portal Uploads
• Invoice Voids 
  • Billing, Collections, Sales/XM Success
• Payment Confirmation 
  • Cash App
• Enable Brand Features 
• Refund Requests 
  • Cash App, Billing
• Payment plans + extension to pay
  • Collections

More services will be added soon, so make sure to check back for an updated list.