Customer account information can be updated by going to Customer app > View Customer Account > Settings:

  • General Information:
    • Organization Name
  • Billing Information:
    • By default, Billing Name = Org Name
      • Billing Name can be different from the Org Name.
      • If your customer requests to be billed in another entity different from their registered name, you can change their billing name here.
  • Billing Email
  • Buyer Tags: used for the customized reports (if any)
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