Manage Billing and Payout Settings

Invoices and payouts only go to the right place if the details on this page are current. Keep your billing address, tax information, and bank account up to date here.

Entry pointAdmin → Account

Use Billing for invoice and tax details. Use Payments for bank account details.

Who can do this?

Account admins and billing admins can update billing and payment settings. Treat bank details and tax IDs carefully.

Update billing information

1. Open Billing.
2. Click Edit.
3. Update Company Name.
4. Update Billing Email.
5. Add or update Phone Number.
6. Update Billing Address, including address lines, city, postal code, state, and country.
7. Select the tax type, such as GST or VAT.
8. Enter the tax ID.
9. Save the changes.

Update payment account details

1. Open Payments.
2. Click Edit.
3. Enter Account Holder Name.
4. Enter Bank Name.
5. Enter Account Number.
6. Select Account Type.
7. Enter IFSC Code.
8. Add Swift Code if needed.
9. Save the changes.

What you should see after finishing

Billing details should show the updated company, address, and tax information. Payment settings should show the updated bank account details.

Common issues

Problem	What to check
Billing email is rejected	Enter a valid email address.
City is required	Select a city from the city search when editing billing address.
Payment account cannot save	Confirm account holder name, bank name, account number, account type, and IFSC code are filled.
State or country does not edit directly	These values may depend on selected city or account location data.
The Billing or Payments sections won't load or can't be edited	This area needs billing permissions — check with your account admin first.
Details are entered correctly but payouts or billing operations fail, or saved values revert after a refresh	See Getting Help — include the workspace name and what you saved (leave the full account number out of the ticket).