Client Billing
Review and keep current the selected client's billing profile and plan information.
Review and keep current the selected client's billing profile and plan information.
Overview
Client Billing (Settings) shows the billing profile for the selected client: the billing details and plan information tied to that deal. Use it to review and keep the client's billing information current.
How to use this page
- 1Select the client
Pick the client in the top-right switcher to view their billing.
- 2Review the billing profile
Check the billing details and plan information on file for the client.
- 3Keep details current
Update the billing profile when the client's billing information changes.
What the buttons do
Common questions
Is this the same as Admin Client Billing?
This is the selected client's own billing profile. The admin billing area manages billing across all clients.
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