How to Edit Customer Billing Information
Last updated: July 21, 2025
Summary / Introduction
Learn how to update a customer's billing information, including payment methods and autocharge settings.
Step-by-Step Instructions
Navigate to Customers: Click into the Customers tab
Select Customer: Click on the customer whose billing settings you want to modify
Access Billing Settings: Click the "More" button in the top right corner of the screen (Red box in screenshot)
Open Billing Settings: Select "Billing Settings" from the dropdown menu (Blue box in screenshot)
Make Changes: Update the payment method or autocharge settings as needed
Tips & Best Practices
Tip #1: Verify all billing information is correct before saving changes
Tip #2: Review autocharge settings to ensure they align with the customer's billing preferences
