Client Profile - Billing

Created by Kenneth Abad, Modified on Fri, 22 Dec, 2023 at 12:13 PM by Kenneth Abad

The Client Profile Billing card shows all information that has been set for the client for their billing requirements.


This information can be edited by selecting the pencil icon in the top right corner of the billing card. This will open the Edit Billing screen.


The Edit Billing modal allows you to make changes to all of the fields that are displayed in the Billing card. 


Once saved, the information on the Client Profile will update.














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