How to Add a Billing ContactView in Browser By default, invoices will be sent to the email address of the individual responsible for approving the quote unless you change that designation. Creating a Billing-Only Administrator To create a new user specifically for invoicing, navigate to the 'Administrators' page. Next, you will click on the 'New Administrator' button to create a new administrator account. In the popup window, at a minimum, you will need to enter an email address and password for this account.
Updating Billing InformationView in Browser For help with setting up a billing account please visit our KB article entitled "Adding a Billing Contact". From Within Your Invoice Once you have received your invoice link by email, follow the link to your invoice. Add or Edit Credit Card, ACH, or Check/Wire Payment Methods Select the 'Update Payment Details' button. This will open the payment details window as shown below. Select your payment method from the 'Payment Type' dropdown menu.