Update Your Primary and Billing Contact Information

Add or update your organization’s primary and billing contact information.

  1. Click on the “Account” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Organization Info” tab.
  3. In the “ORGANIZATION INFO” window that opens, the “CONTACT INFORMATION” section at the top right includes two tabs, one for the Primary Contact and one for the Billing Contact. By default, the Primary Contact tab is frontmost. With one exception, both tabs contain the same information categories, including the creation date of the contact, the person’s name, e-mail address, phone number, and physical address, as well as the date of the last update to the tab data.
  4. Click on the Edit icon (blue pencil) at the right end of the tab title to open the Edit window and review or revise contact information.
    • The Billing Contact information must remain current to ensure that your organization receives its invoices and any other notifications about payments due.
    • To specify a Reply To e-mail address for all e-mail messaging you send through your website, enter it at the bottom of the Primary Contact tab.
  5. To enter the contact information only once if both Contacts are the same person, activate the “Update Primary Contact with this data” or “Update Biling Contact with this data” checkbox, depending on which tab you are editing.
  6. To confirm any changes and return to the “ORGANIZATION INFO” window, click on the “Save” button. To abandon your changes, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.