Update Billing Information


This tutorial explains how to update your billing information in Causey.

  1. Introduction

You can manage your billing information and payment details, as well as view your invoice history, in this section. Only Administrators and team members listed as a billing contact will have access to Causey's billing center on the Organization Settings page. A billing contact does not need to be an administrator. This contact should be the person in the organization who updates billing and payment information for the software subscription. 


  1. Navigate to Strategy Section

To begin, click the Strategy section in Causey.

Navigate to Strategy Section

3. Open Settings Menu

Click Settings to access account configuration options.

Open Settings Menu

4. Access Manage Billing

Scroll down the page and click Manage Billing to view and modify your billing details in Causey.

Access Manage Billing

5. Click Update Payment Information

Click "Update information" to add or update a Billing Contact.

Click Update Payment Information

6. Save Your Changes

Once you have added or updated your Billing Contact's Name, Email, Shipping Address, and Phone Number, click "Save" to finalize the update.

Save Your Changes

7. Updated Billing Information

All the changes you have made will appear on this page.

Updated Billing Information

Congratulations. You have successfully updated your billing information in Causey.

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