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How to edit billing information

Update invoicing information within the Subscription settings.

Updated yesterday

The Billing information section is only available to the organization Owner or to Managers who have been granted permissions to access the Subscription page.

Please Note: If you are on a Custom or Manual plan, contact your Customer Success Manager to edit billing information.

You can edit billing information at any time while your subscription is active. All fields in the Billing information section are required unless explicitly marked as Optional. The Update billing info button will only become active once all required fields are completed.

To edit billing information:

  1. Click the avatar in the bottom left of the screen

  2. Select the Subscription tab

  3. Select the Billing information sub-menu

  4. In the Billing information section, you can:

  5. After making changes, click Update billing info to save

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