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How to add/edit customer billing contact information

Summary

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.

Prerequisites

  • An administrator account on the Copaco Cloud platform.

Getting started

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

    image-20240130-120714.png

  2. Click on the name of the customer again.

    image-20240130-122945.png

  3. Click the pencil icon next to Billing contact.

    image-20240130-123318.png

  4. Fill in the fields and click Save.

    image-20240130-123609.png

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