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How to add/edit customer billing contact information


The billing information on a customer can be used for Customer Invoices. This article will describe how you can add or edit the billing contact information for your customers.


  • An administrator account on the Copaco Cloud platform.

Getting started

  1. Navigate to the customer by going to SELECT ORGANIZATION and select the customer.


  2. Click on the name of the customer again.


  3. Click the pencil icon next to Billing contact.


  4. Fill in the fields and click Save.


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