How do I add a new contact to a Billing Entity?

Edited

This document provides a step-by-step guide on how to add contacts to a billing entity within our system. By following these instructions, you can ensure that the appropriate individuals have access to the necessary billing information.

Steps to Add a Contact

To grant access to a contact for a specific billing entity, please follow the steps outlined below:

  1. Navigate to the 'Billing Entity Access' section of the system.

  2. Click on the 'Add Contact' button.

  3. Select the contact you wish to give access to for that entity from the list provided.

By completing these steps, the selected contact will have the necessary access to the billing entity.

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