Vendor billing details can be added or updated by either:
The Vendor directly, or
A Client Admin
If you are a vendor user, see:
How Vendors Can Update Billing Details Directly
If you are unsure what the difference is between Billing Details and Contact Details, see:
Understanding Vendor Billing Details vs Contact Details
How to Add or Update Billing Details on Behalf of a Vendor
1️⃣ Go to Menu → Vendors → Directory
2️⃣ Search for and select the relevant vendor
3️⃣ Click Offices → View
4️⃣ Select Add under Billing Details (Note: updating values follows the same process, except you'll click on the current value in the field to edit it)
5️⃣ Enter the required billing information
6️⃣ Click the tick/checkmark to Save
The updated billing details will be reflected in the Vendor’s Law Firm Portal.
📌 If the billing change is significant, it is recommended to notify the vendor to avoid confusion.
Access
Role | Can Update Billing Details? |
Admin User | ✅ Yes |
Overview User | ❌ No |
Department Overview User | ❌ No |
Ordinary User | ❌ No |