Prerequisites
- You must be an Owner or Admin to view or change the billing profile
Open the page
- Navigate to Settings > Account > Billing
- Click Billing profile in the page header
/settings/account/billing/profile. The form is pre-populated with
your account’s current values.
What you can edit
| Section | Fields |
|---|---|
| Billing contact | Billing email (required) — where billing notifications and receipts are sent — and an optional Company name. |
| Billing address | Address line 1, address line 2, city, state/province, postal code, and country. Country is chosen from a list of ISO 3166-1 alpha-2 countries. |
| Tax | A Tax ID type chosen from a list (for example United States — EIN, European Union — VAT, United Kingdom — VAT) and the Tax ID value itself. When you enter a Tax ID value, you must also select its type so it can be applied to your invoices. |
Save your changes
Click Save changes. Bizzy validates the form and:- Surfaces inline errors beneath any field that needs attention:
- The billing email is required and must be a valid email address.
- A country is required once you start filling in the billing address, and is chosen from the ISO 3166-1 alpha-2 list. The postal code is checked against the selected country’s format for the United States, Canada, and the United Kingdom (other countries are accepted as-is).
- A Tax ID requires a type, and must be 50 characters or fewer with no leading or trailing spaces.
- On success, saves your details and shows a confirmation toast. The form reflects the saved values.
Related
Payment methods
Manage the cards and bank accounts on file
Invoices
View, download, and pay invoices in-app