Working with Billing Info
- Kimberly Onnen
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.