Before a company can be enabled, a billing contact will need to be provided. This should be the contact information for someone at your organization that is responsible for paying a bill.
Adding Billing Information
After you create a company, you must add billing formation to enable Building Optimization Broker.
- Select the App Drawer icon.
- Select Admin.
- On the Admin dashboard,
- Complete the following fields.
- Billing Contact Name
- Billing Contact Email
- Billing Contact Phone
- Address 1
- Address 2
- City
- State
- Zip
- Select Save.
Editing Billing Information
- Select the App Drawer icon.
- Select the Admin icon to access the Admin dashboard.
- Locate the Billing Info card.
- Select Edit Billing Information.
- Complete the Billing Information fields:
- Billing Contact Name
- Billing Contact Email
- Billing Contact Phone
- Address 1
- Address 2
- City
- State
- Zip
- Select Save.
Note: Updating Billing Information will change your Company's billing status to "Awaiting Confirmation", however, you will not be locked out of your Company.