How to Edit Customer Billing Information

Summary / Introduction

Learn how to update a customer's billing information, including payment methods and auto-charge settings.

Step-by-Step Instructions

1. Navigate to Customers: Click into the Customers tab

2. Select Customer: Click on the customer whose billing settings you want to modify

3. Access Billing Settings: Click the "Settings & more" button in the top right

4. Open Billing Settings: Select "Billing Settings" from the dropdown menu

5. Appy Changes:

   1. Payment methods: Click Add payment method to enter the customer’s card or bank details on a secure form. Only do this if they’ve given you permission to store and use it for future invoices. Alternatively, Send a self-service link (optional): Instead of updating the payment method yourself, click Send link next to "Let the customer manage their payment methods" to email the customer a secure, 7-day link.

   2. Autocharge: Enable automatic payment if you have agreed with the customer to do so. The default payment method will be used if auto-charge is enabled.

   3. Credit Card fee exemption: Exempt this customer from being charged credit card fees while paying invoices.

Tips & Best Practices

• Tip #1: Verify all billing information is correct before saving changes

• Tip #2: Review auto-charge settings to ensure they align with the customer's billing preferences