Billing Profile Details

Overview

The Billing Profile Details view provides customers with a detailed summary of an individual billing profile used for invoicing and financial management.

This view is designed to allow customers to review and maintain accurate billing information associated with their account. This view serves as the primary reference point for reviewing and managing billing information tied to services, requests, and projects within the platform.

Accessing Billing Profile Details

You can access Billing Profiles detailed view either by hovering over the navigation bar on the left side of the screen, click Invoices, tab over to Billing Profiles, then click any of the profiles or press Ctrl + K, click View Billing in the menu that is displayed, then click any of the profiles.

Editing Billing Profiles

To edit a billing profile, navigate to Billing, then open the profile by selecting the billing name or using the ellipsis menu and choosing Edit. Update the necessary information and click Save to apply your changes.

Emails & Default POs

Email Addresses - Each billing profile can have one or more billing email addresses associated with it. Each email entered in this field will receive the invoice when service is completed, the receipt when payment is made, and any other notifications involving invoices.

Default PO Number - The default PO number on a billing profile is automatically applied to all requests and invoices associated with locations using that profile, eliminating the need to enter the PO number each time a request, quote, or project is created.