To access Billing details:
Expand the User menu and select Settings.
Go to Billing > Billing details.
Company details
The company details section is where you can view or edit the information used to invoice your company.
Company name
In a top-level (parent) account, you can’t edit this field yourself. If you need to update the company name in your parent account, contact your Customer Success representative, and they can help.
In a secondary-level (child) account, enter the new company name you want to use.
Preferred contact number
Enter a phone number for a suitable contact at your organisation.
Purchase order number
Add a purchase order number to be automatically applied to your invoices.
We recommend the use of annual Purchase order numbers, where possible, to limit the number of times you need to manually update this information.
Purchase order numbers are added only to newly-generated invoices. If you want to add a purchase order number to an older invoice, contact our Support team.
If you make any changes to your information, select SAVE.
Billing address
The billing address is the address that appears on your invoice. It must be the same as the billing address you use for payments.
Email
We send a copy of your PDF invoices to this address. You can add additional billing contacts if you want to.Country
Building name/number
Street
City
Region
Postcode
If you make any changes to your information, select SAVE.
Payment details
To make paying your invoices simpler, you can add your card details to your account.
Adding a payment card to your account
Select ADD CARD PAYMENT DETAILS.
Enter:
Cardholder name
Card number
Expiry date
CVC
Select SAVE.
If you want payments to be taken from the provided card automatically, select Automatically charge my payment method for all future invoices. Otherwise, you must make payments manually.
Select SAVE.
Pay by Direct debit or ACH Debit collection
To set up direct debit or ACH Debit collection payments:
Select ADD BANK PAYMENT DETAILS.
The option to pay by Direct debit or ACH Debit collection is only available to some accounts. If you don't see this option, it is unavailable to you at this time.
On the Bank details form, enter your bank and payment details.
Select Continue.
The form you see adjusts accordingly to show the correct banking terminology depending on the location of the direct debit or ACH Debit collection scheme. The example below is for the UK only and is for demonstration purposes – your form might be different.Under Bank details, enter the requested bank details. Then select Continue.
For Please confirm your details, check your details are correct, then select Set up this Direct Debit.
Form details
Form field | Description |
Pay with | Shows the currency your account is set up to make payments in. You must not change this. |
Country of residence | Expand the Country drop-down menu, then choose the country where your business and bank are based. |
Company name | Enter your company name as it appears on your business bank account. |
Email address | Enter an email address to receive notifications about payments. |
Billing address (line 1, 2, Town or City, and postcode) | Enter the billing address for your payments. |
Billing contacts
A billing contact is someone you choose to receive copies of your invoice. For example, members of your finance team or an accountant.
Add a billing contact
Select NEW BILLING CONTACT.
Enter the contact’s email address.
Select SAVE.