How To Change Your Company Name And Address Details
In the instance that you need to change the company name and/or address, this can be edited by a login account that is assigned the prviledge "Can change Subscriptions and setup the Payment Method" in their user role. Â
In addition to this user guide topic if you need to change the company logo, view Uploading Your Company Logo.
From the Sales Quote Dashboard, select Account and then Payment Settings.
The Billing Settings screen will appear with the existing information. To change any of the details, double-click on the field to be changed and type in the new information as required.
Click Save to confirm the new details.
Related User Guide Topics
Paying an overdue subscription invoice
13 Mar 2022
QuoteCloud is provided on a monthly or annual subscription service, along with additional extension subscriptions charged on the specific extension payment terms. For ease of use, subscription payments are debited from the payment method setup in your company account payment settings. If for some reason a payment is missed or bounces, the Account Administrator will receive a notification for the outstanding payment.
How to Change Your Company Name and Address Details
13 Mar 2022
In the instance that you need to change the company name and/or address, follow these steps.
Billing and Payment Details
13 Mar 2022
To update the credit card details for your QuoteCloud Subscription fees