Get an overview of your Anchor account

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 profile settings by clicking on the bubble with your initials. You can also switch business from the top left side.

The sidebar is split into 5 pages - Agreements, Proposals, Invoices, Activity Logs and Settings.

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.

Under Activity Logs, you'll find an audit trail off all actions taken internally in your account, like changes to your email address, contact name, and more.

Under Settings, you can change your business settings and invite members to your team so they can receive and approve invoices and amendments. You can learn more [here].

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, and the terms.

This page also presents amended and completed services.

This page shows the payment method connected to the agreement. You can change your payment method from here or invite a team member to help you.

Shows all of the invoices issued. You can approve invoices or troubleshoot failed payments via this page.

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