Changing billing or invoice information

If your invoices need to be updated with a new credit card number or customized with a company name, address, or VAT number, the account owner of your Insightly account can make these changes from the Billing & Account pages.

Updating credit card information

To update credit card information, the account owner will log in to Insightly and click the profile icon and go to the Billing & Account > Invoices and Payments page.

Scroll down to the Billing Details section and click the Update Billing Information button. Update billing The Update Billing Information page displays the current card and allows you to enter and save new card information.

Updating invoice information

If you would like to add custom information to your invoice, such as a company name or ID number, click the profile icon and go to the Billing & Account > Invoices and Payments page, then click the Add Optional Invoice Information button.

Enter your changes and click the Update button. The information will appear on your future invoices.

 

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