Manage billing accounts
Follow these steps below on how to add an alias or nickname to your ɧƵ Enterprise Center account.
How to add an alias?
To add an alias or nickname:
- Sign in to
- Billing > Manage billing accounts
- Click onAdd to update aliason the preferred account. You may add more accounts from the list to update the account alias
- Select the account to be added from the drop down menu
- Proceed
- Enter the new account alias in the text box, then clickUpdate
- View the confirmation message for the alias update and click the(on the top right corner) to close the slider
- View the new alias name updated below the account number in the accounts list table
Note:
- Account alias may be used as a cost center internally within the organisation for inter-department cost distribution
- Group a bunch of accounts with the same alias for easy access
- Manage account alias capability is accessible to all users and all entitled accounts
- Account alias managed by a Primary Contact (POC) is accessible only to the POC
Change the name of your billing account to match online and PDF invoices. This capability is only available to Primary Contact users with current platform entitled accounts.
How to change the account name
- Sign in to ɧƵ Enterprise Center
- SelectBilling > Manage billing accounts
Click thethree dots icon
to select the account you want to rename- Billing namefrom the actions menu
- to select all of the accounts you want to rename
- Proceedto continue
- Enter eachNew billing name
- Updatewhen finished
- View the confirmation and the accounts will be renamed
- to save your changes and close the window
Note:
- Update account name will be reflected in the online invoice and PDF invoice
- This capability is only available to Primary Contact users and for current platform entitled accounts
Via ɧƵ Enterprise Digital Assistant:
To update your company’s billing address with the ɧƵ Enterprise Digital Assistant, follow the steps below:
- Sign in to ɧƵ Enterprise Center
- Billing > Manage billing accounts
- Enter account number in the search bar or select account
- Enter new address and clickSubmit
Via ɧƵ Enterprise Center
To update your company’s billing address through ɧƵ Enterprise Center, follow the steps below:
Click the three dots icon
next to the account you’d like to update and selectBilling address- Enter the account number for the address you’d like to update
- Enter the new address and clickChange address
If you receive a paper invoice it will be delivered to your new address during the next billing cycle.
Move your billing account from one customer group to another.
Notes:
- Customer group names will only be visible for entitled and eligible users
- This capability is only available to Primary Contact users with current platform entitled accounts
How to move a billing account
- Sign in to ɧƵ Enterprise Center
- Billing > Manage billing accounts
Click thethree dots icon
to the right of the account you want to move- Move billingaccountfrom the actions menu
- Add to move billing accountto select the accounts you want to move, then clickProceedto select actions for additional accounts
- Select the destination customer group
- Move
- Under the customer group name, clickyes. A confirmation notification will appear
- to confirm your changes and close
You can easily update a purchase order number in ɧƵ Enterprise Center.
Updating order numbers
- Sign in to
- Billing > Manage billing accounts
- Next to the account of your choice, click thethree dots icon and selectPurchase order numberfrom the actions menu. You may add more accounts from the list to update PO number
- Proceed
- Enter the new PO number in the text box, then clickUpdate
- View the confirmation message for the PO number update; then click the(in the top right corner) to close the slider
Note: This capability is only available to Primary Contact users and for current platform entitled accounts.
How to change the language settings
- Sign in to ɧƵ Enterprise Center
- Billing > Manage billing accounts
- Click thethree dots icon to select the billing account you want to change the language settings for
- Billing languagefrom the actions menu
- to select all the accounts you want to change the language for, then clickProceedto continue.
- Click the dropdown menu in theNew billing languagecolumn
- Select a new languagein the dropdown menu
- Update,then view the confirmation for the language setting
- to save your changes and close the window
Note:
- Ensure the current account name is updated in the English language before changing your language preferences to a foreign language other than English
- This capability is only available to Primary Contact users and for current platform entitled accounts
This capability is only available to Primary Contact users and for current platform entitled accounts.
Manage your accounts into groups to organize accounts by cost center, location or whatever criteria you choose. You can filter accounts by customer.
This guide will cover how to:
-Create a customer group
-Edit a customer group
-Delete a customer group
Create a customer group
- Sign in to ɧƵ Enterprise Center
- Billing > Manage billing accounts
If you're unable to view any of your billing accounts, make surethe accounts have been added to your profile. - Manage Customer Groupslocated to the right and above the account list, then clickCreate customer group
- Enter the name of the new customer group
- Click 'X" to exit the success screen
- Check to be sure the new customer group name appears in the account list
Edit a customer group
To change the customer group name on an account, sign in to
- Billing > Manage billing accounts
- Manage Customer Groupslocated to the right and above the account list
- Click thepencil icon
next to the name of the customer group you want to change, then enter the name of the new customer group - Click 'X" out of the success screen
- Check to be sure the new customer group name appears in the account list
Delete a customer group
To remove a customer group name from an account, sign in to
- Billing > Manage billing accounts
- Manage Customer Groupslocated to the right and above the account list
- Click the delete icon
next to the name of each account belonging to that customer group - Confirm the deleted customer group name no longer appears in the account list
Filter accounts by customer
To filter accounts by a customer group, sign in to
- Billing > Manage billing accounts
- Click thefilter icon
above the account list
Save bank accounts and credit/debit cards to your profile to skip the hassle of entering your paymentdetails every time you pay a bill. You can make payments using US or Canadian currency and weaccept American Express, Discover, MasterCard and Visa cards.
Add a payment method
- Log in to
- Billing > Payment methods
- Select eitherBank accountsorCredit/debit cardsdepending on your needs and clickAdd payment method. If you already have a payment method saved to your profile, selectanother bank accountorAdd another credit/debit card
- Give your new payment method a unique name that you can quickly recognize the next time youmake a payment. For example, “Sales Visa Card” or “Company Amex 1”
- Once you’re comfortable with the name, fill out the form with your information andSaveyourchanges
You'll be able to select this new payment method the next time you make a payment.
Update a payment method
- Billing > Payment methodsto view the bank accounts or credit/debit cards you’ve previously added
- Click to edit or to remove any of your payment methods
- Saveyour changes