Here are the instructions on how to add or update the billing details in ProcureDesk. It's essential to note that billing details can vary across different Business Units within ProcureDesk.
Prerequisites:
Before you begin, ensure you have the following:
Admin role on ProcureDesk.
Steps:
Step 1: Access Admin Panel
Log in to ProcureDesk and navigate to the Admin section.
Step 2: Navigate to Configurations
Click on "Configurations" in the Admin panel.
Step 3: Open Billing Details
Select "Billing Detail" from the options available.
Step 4: Add/Edit Billing Information
Click on "Add Billing Detail", fill out the information, and save.
In case, you need to update certain info then, click on the "Edit" icon next to the relevant section.
Step 3: Update Billing Details
Make the necessary changes to the billing details.
After editing, click on "Update Billing detail" to save your changes.
FAQs and Troubleshooting:
1. What should I do if I can't find the "Billing Detail" option?
Ensure you have navigated to the correct section within the Admin panel. If you still cannot find it, verify your access permissions or contact your ProcureDesk administrator.
2. Can I update billing details for multiple Business Units simultaneously?
No, you'll need to access and update billing details for each Business Unit separately within ProcureDesk.