Account Management and Billing
The person who creates an organization is automatically listed as its owner. For instructions on how to transfer ownership of an organization, please click ...
Tue, 19 Mar, 2019 at 1:02 PM
Which organization members count towards my plan limit? Collaborators - paid for members - are those who are set as 'worker' on at least one project...
Mon, 17 Jun, 2019 at 3:49 PM
Planbox Work invoices that have been paid can be sent by email automatically. Go to Organization Settings (click on the "gear" icon next to an ...
Tue, 21 Aug, 2018 at 2:56 PM
It's easy! When you choose any of our yearly subscription plans, you save up to 25%! Of course, this means a one commitment in exchange for getting...
Tue, 21 Aug, 2018 at 2:44 PM
To delete an organization, you must: Go to the organization settings section. Select "Details" section from the left menu Click "Delete t...
Mon, 17 Jun, 2019 at 4:03 PM
?In your Organization Settings, select "Members" in the navigation on the left. If you are the owner of the organization, you will have a sta...
Tue, 18 Jun, 2019 at 8:54 AM
To use a coupon, you will need to apply it to a Planbox paid plan. Go to your Organization's Settings page and select "Plans & Billing". ...
Tue, 18 Jun, 2019 at 8:55 AM
Note: You must first transfer the ownership or delete any organizations you own before you can delete your account: How do I delete an organization? ...
Thu, 28 Jun, 2018 at 9:35 AM
The receipts (invoices) can be accessed within your Planbox account. Here are the steps you need to follow to access them: - Go to Organization Settings...
Tue, 18 Jun, 2019 at 8:56 AM
It depends on whether you choose the monthly or annual payment plan. Monthly billing is done when you sign up and every subsequent month. Annual billing is d...
Mon, 8 Jan, 2018 at 5:53 PM