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Edit Customer Billing Profile
Edit Customer Billing Profile

You can now edit the billing profile name and or terms

Updated over a year ago
  • Select the gear icon in the upper right hand corner

  • Select Billing

  • Select Customer Billing Profiles

  • Click on the name of the Billing Profile to open



1. Click on the settings button in the upper right hand corner

Click on the settings button in the upper right hand corner

2. Click on Billing

Click on Billing

3. Click on Customer Billing Profiles

Click on Customer Billing Profiles

4. Select the profile you wish to edit

Select the profile you wish to edit

5. The name of the profile is now editable

The name of the profile is now editable

6. as well as the Payment Terms

as well as the Payment Terms

7. Make sure to save before closing the page

Make sure to save before closing the page

How to set the default billing profile:

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