Buddy Punch

Step-by-step instructions covering where to add your credit card or debit card details after the trial ends.

How to Add Credit/Debit Card Details

A list of the banks supported by Stripe for instant ACH verification.

How to Set Up Stripe ACH Payment

Step-by-step instructions covering how to update or specify the billing email address in Buddy Punch for all billing-related communications.

How to Specify a Billing Email

Step-by-step instructions on how to update billing information from the Billing page.

How to Update Billing Information

Step-by-step instructions covering how to find Buddy Punch plan renewal dates as an Administrator from the Buddy Punch website.

How to Find Your Plan Renewal Date

Step-by-step instructions on how to view billing invoices and receipts from the Billing page.

How to View Billing Invoices/Receipts

Step-by-step covering how to upgrade or downgrade your Buddy Punch plan from the billing page.

How to Upgrade/Downgrade Your Plan

Step-by-step instructions on how to retry a failed payment from the billing page.

How to Retry A Failed Payment

Step-by-step guide to help you view any applicable billing discounts on your Buddy Punch account.

How to View Billing Discounts

Step-by-step instructions on how to pause an account or process a seasonal hold.

How to Process a Pause or Seasonal Hold

Step-by-step instructions on how to cancel your Buddy Punch account.

How to Cancel Your Account

Manage Billing

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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