Use this article to update a Bill To or Sold To contact in the 15Five Billing Portal. When complete, the updated contact appears on the Contacts tab in the Billing Portal.
Before You Begin
- You must have Account Admin or Billing Admin access to complete this task. See Account Admin capabilities in 15Five — Feature Overview for role details.
- You must have access to the 15Five Billing Portal. See Access the 15Five Billing Portal for instructions.
Steps
- Click the gear icon in the bottom-left corner of your 15Five account.
- Select Company Settings from the dropdown.
- Click the Billing tab.
- Click Manage Billing Details in the top-right corner.
> This opens the Billing Portal in a new session.
- Click Settings in the top-right corner of the Billing Portal.
- Click Account Information.
- Click the Contacts tab.
- To add a new contact, click + Add a Contact and complete the fields.
- Bill To (envelope icon) — this contact receives invoices by email. - Sold To (tag icon) — this contact's address affects your tax liability.
- To edit an existing contact, click the options menu on the contact card and select Edit.
- To delete an existing contact, click the options menu on the contact card and select Delete.
- Save your changes.
The updated contact name and details now appear on the Contacts tab.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Billing tab is not visible | Confirm your role is Account Admin or Billing Admin in Admin > Manage People | Contact 15Five Support to verify your admin permissions |
| Manage Billing Details button is not visible | Confirm you are on the Billing tab, not another Company Settings tab | Scroll to the top-right of the Billing tab; if still absent, contact 15Five Support |
| Contact card options menu does not appear | Confirm you are logged into the Billing Portal, not the 15Five account settings page | Return to step 4 and click Manage Billing Details to re-enter the Billing Portal |
Not Covered Here
This article does not cover updating your payment method. See Update your payment method in 15Five for instructions.