Updating account information

The first customer representative who is granted access to the Billing and Receivables Portal is considered the primary contact for that company customer.

Primary contacts act as administrators by creating and managing secondary contacts.

  1. Select Billing & Receivables Portal > My Account.
  2. To make changes to the primary contact, click Update Account Information.
  3. Specify the changes.
  4. Click OK.
  5. To create secondary contacts, on the Additional Contacts tab, click Create Contact.
  6. Specify the contact information.
  7. Click OK. The update request is sent to the receivables manager for approval.