Pre-purchase Accounts apply to Gold and Silver account plans that use a credit card to fund the account.
The Pre-Purchase Account is the feature for adding fund to a Gold or Silver plans using a credit card.
An account can have as many Pre-Purchase Accounts necessary to track use and expenditures that meet your organization's needs. For example, you could have a pre-purchase account for each region, branch, or department. Pre-purchase accounts have proven useful for organizations that need to track chargebacks to properties, providing excellent accounting of transactions. User access can be set to control which users have access to what pre-purchase account. Funds can also be transferred between pre-purchase accounts as well as archived, which removes it from appearing throughout the app.
Funding Limits
You can fund your pre-purchase account with $1 and up. There is no limit as to what amount can be added to a pre-purchase account, that is, other than your credit card limit.
Initial Funding
Gold or Silver plans must be initially funded before any survey invitation can be sent or a survey entered as each report has a cost associated with it. If an invitation is not completed or is archived, the pending funds will be released and replenished to your pre-purchase account.
For security purposes, we do not keep a credit card on file for your Pre-Purchase Account. Thus, you will need to enter the credit card number and information each time you fund your pre-purchase account.