Only Account Administrators can update billing contact information.  If you need to have the billing information updated and are not an administrator, please contact Client Success.

To edit the billing info on an account, go to the Accounts menu in the top navigation and select the account. Click on Edit Account in the right side bar.

Anyone with access to edit an account can change the account name, invoice memo and billing information shown below. This information is listed on each copy of the invoice.

Only account administrators can update the invoice/statement and notification recipients shown below. If you do not know who the administrator is, please contact Client Success.

See Edit Account Billing Information for step by step instructions.