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

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

Administrators

Administrators can add the company or user billing details by following these steps:

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

  2. Open the Billing section and fill in the "Billing Details" field.

Members and nonmembers

Members and nonmembers can edit their billing details by following these steps:

  1. Users go to the Locations > Membership page > Billing 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 manager goes to Locations > Membership > Billing under the section with their company name.

  2. Fill in the "Billing Details" field.

First-time users of the specific location

Users who have never interacted with your location anyhow can add their billing details at the moment of the first booking, order, event joining, or purchase.

After adding the billing details and completing the booking, order, or payment, users can manage their billing details via the Locations > Membership > Billing page.

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

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