You can update your billing information directly in the [Settings -> Business] tab of the Newo.ai Portal. This ensures that invoices, account notices, and payment-related communication are sent to the right person.
Steps to Update Billing Details (Attributes)
In the left-hand menu, navigate to Settings.
Open the Business tab.
Locate the billing details attributes:
Billing Manager Full Name (project_business_top_owner_name)
Billing Manager Phone Number (project_business_top_owner_phone)
Billing Manager Email (project_business_top_owner_email)
Update the fields as needed (explained below).
Click Save to confirm changes.
Billing Attributes
Billing Manager Full Name
The Billing Manager Full Name (project_business_top_owner_name) is the name of the person responsible for managing billing for the business account. This person appears as the primary billing contact.
Example 1 (Restaurant): Maria Hernandez
Example 2 (Dental): Dr. Susan Lee
Billing Manager Phone Number
The Billing Manager Phone Number (project_business_top_owner_phone) is the number of the billing contact. This number may be used for billing-related inquiries or verification.
Billing Manager Email
The Billing Manager Email (project_business_top_owner_email) is the email address where invoices and account notices are sent. Ensure this email is monitored by your finance or accounts team.