Keeping your billing contact information up to date is crucial to ensure you receive invoices and all important billing communications without delay.
Who Can Request This Change?
To ensure account security, this request must be sent by a user with the 'Owner' role.
How to Update Your Billing Contact
Option 1: Updating the Billing Contact Yourself (Self-Service)
You can update the billing contact directly in your Fulcrum Admin account. Please note that this action must be completed by a user with the Owner role.
Steps:
Log in to your Fulcrum Admin account.
Go to the Billing tab.
Scroll down to Billing History and click Manage Invoices.
A new window will open. Navigate to the Billing Information section.
Click Update Information.
Add the new billing contact details (or confirm/update existing information).
Click Save to complete the update.
Option 2: Requesting a Change via Email
To update your billing contact, please send an email to [email protected] with the following details:
Subject Line: Billing Contact Update for [Your Company Name]
In the body of the email, please include:
The new billing contact email address you would like to use.
(Optional) Any additional emails that should be CC'd on invoices.
Our Billing Team will process your request within 1-2 business days and send a confirmation once the change has been completed.
Why This Is Important
Keeping your billing details current is essential. It:
Ensures invoices are received on time.
Avoids missed billing reminders and potential account issues.
Helps us keep your records accurate for future renewals.