Prerequisites
Before you begin, make sure you have:
✔ Admin role access in ProcureDesk.
Steps to Add or Update Billing Details
Step 1: Access the Admin Panel
Log in to ProcureDesk and navigate to the Admin section.
Step 2: Go to Configurations
Click on "General Settings" in the left corner.
Then, select "Configurations."
Step 3: Open Billing Details
Under Settings, select "Billing Detail" from the available options.
Step 4: Add or Edit Billing Information
To add new billing details, click "Add Billing Detail," enter the required information, and save.
To modify existing details, click the "Edit" icon next to the relevant section.
Step 5: Update Billing Information
Make the necessary updates to the following fields:
Address 1 & Address 2
Country, State, City, Zip Code (Zip code can include alphanumeric characters)
Billing Contact & Email
Once you've made the changes, click "Update Billing Detail" to save.
FAQs & Troubleshooting
1. What if I can’t find the "Billing Detail" option?
Ensure you're in the correct section within the Admin panel. If you still can’t locate it, check your access permissions or reach out to your ProcureDesk administrator.
2. Can I update billing details for multiple Business Units at once?
No, you must update billing details separately for each Business Unit within ProcureDesk.