This article provides answers for Enterprise customers using InVision V7. If you’re an Enterprise customer on InVision V6, read this article instead. Not sure which version you're using? Find out now.
With an Enterprise plan on InVision V7, the account owner can download invoices, view contract details, and even contact your customer success manager—all from your Enterprise's billing page.
Only the owner of the account can access the Enterprise billing page.
To manage billing information for your Enterprise:
Sign in to your InVision Enterprise here: your-team-name.invisionapp.com
In the lower-left corner, click the [Your Team Name] dropdown, and then click People & Team settings.
The Team page will open with the People tab active.
Click the Billing tab.
On the left-hand side of the page, you'll notice three sections:
The Overview section will show a Contract summary that lists information such as your plan renewal date and available features.
You'll also notice a Customer success manager section where you can view the name of your specific customer success manager (CSM) and reach out to them if necessary.
The History section lists all transactions, as well as the option to download a transaction as an invoice. You can also see your upcoming renewal date and contact your CSM from this page.
The Payment method section shows the last payment method used. It also lists information for the account's Primary billing contact.
If your account has a credit card on file, you will be able to update it under Last payment method. Other payment methods (ACH, check, bank transfer, etc.) are read-only and cannot be edited. If you need to update those details, please reach out to [email protected].