Got an agreement with a service provider on Anchor?

Lucky you!

As a result, your business relationship with that vendor will be much more transparent, saving you time and keeping your information safe.

After an agreement is approved, your Anchor site is created. 💫

Let’s review it together:

Allows you to edit your business settings, invite members from your team and edit your profile settings. You can also switch business from the top left side.

The sidebar is split into 3 pages - Agreements, Proposals, and Invoices.

Under agreements, you can find all of the agreements you approved with vendors. Click to view the agreement and its services provided.

Under proposals, you’ll find agreements that are pending your final approval.

Under invoices, you’ll find all of the invoices issued via Anchor.

To view invoices of a specific vendor, click on the agreement and go to the invoices tab.

Click on an approved agreement to view related tabs:

The billing hub is available for approved proposals (agreements) and summarizes the upcoming invoice.

In case any additional charges are added, you'll be able to approve them here.

In the agreement tab, you will see the agreement with your vendor, the services you agreed on, the terms, and the payment method used.

You can always add another payment method if you’d like. To do so, scroll down to the bottom of the agreement tab.

This page also presents amended, removed, and discounted services!

Shows all of the invoices issued. You can also dispute invoices via this page.

This tab presents the agreement activity history, showing any activity performed by you or your vendor.