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Add users' and companies' billing details
Add users' and companies' billing details
Updated over a week ago

Add billing details of your customers (e.g., VAT number, address) to the app for invoices and receipts customization.

Administrators

Administrators add the company and user billing details.

  1. Go to Community > select a user/a company.

  2. Press the (...) menu top right > select Edit.

  3. Fill in the "Billing Details" field and tap Save.

Users

Users who have the role of "Member" can edit their billing details for the location to which they belong.

  1. Users go to the Locations > Membership page > Settings under the "Personal" section.

  2. Fill in the "Billing Details" field.

Company managers

Company managers add the billing details of their company following these steps:

  1. The company managers goes to Locations > Membership > Settings under their company.

  2. Fill in the "Billing Details" field.

Nonmembers

Nonmembers can edit their billing details after the first purchase or booking through the app (basically, to be able to edit billing details an external user has to become a nonmember: Who are nonmembers).

  1. Nonmembers go to Locations > Membership page > Settings under the "Personal" section.

  2. Fill in the "Billing Details" field.

The changes to billing details are saved automatically and apply to all newly generated receipts and invoices.

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