Go to Boardable
All Collections
Subscription
Subscription - Organization Admins Only
Manage Account Information

Manage Account Information

Learn how to update address information, account holder, etc.
J
Written by Jocelyn Gombos
Updated over a week ago

TABLE OF CONTENTS

I. Payment Section on Subscription Dashboard

II. Edit / View Account Holder and Tax Information

III. Edit / View Billing and Shipping Addresses

IV. View Billing History

I. Payment Section on Subscription Dashboard

The organization's current payment information is displayed on the Subscription Dashboard in the section titled Payment Methods (upper right corner).

To access the Subscription Dashboard, click Subscription from the main menu panel.

The Payment Methods section contains the payment information and the account holder's name, as well as access to manage account information.

II. Edit / View Account Holder and Tax Information

To view or edit account information for the organization, follow these steps:

  1. Click Subscription from the main menu panel to view the Subscription Dashboard

  2. Click the Add/Edit Payment Methods button

    1. A window will pop-up displaying the current payment method

  3. Click the back arrow at the top of the pop-up window

    1. It may say Payment Methods or Add a payment method

  4. Click Account Information

  5. The next screen will show the following information to view or edit:

    1. Account holder name and contact information

    2. Tax Exempt status and number

    3. Click on the account holder name or the tax exempt information to view or edit

  6. If editing, make changes and then click Update

    1. The updates will be sent to the Account Holder by email

  7. If finished with this pop-up window, click the x in the right hand corner to close

III. Edit / View Billing and Shipping Addresses

To view or edit billing and shipping addresses for the organization, follow these steps:

  1. Click Subscription from the left Navigation Panel to view the Subscription Dashboard

  2. Click the Edit Payment button

  3. A window will pop-up displaying the current payment method

  4. Click Payment Methods at the top of the pop-up window to access the Manage Subscriptions screen

  5. Click Billing & Shipping Addresses

  6. The next screen will show the following information to view or edit:

    1. Billing information

    2. Shipping information

    3. Click on the Billing or Shipping section to view or edit the information

  7. If editing, make changes and then click Update

    1. The updates will be sent to the Account Holder by email

  8. If finished with this pop-up window, click the x in the right hand corner to close

IV. View Billing History

To view billing history, follow these steps:

  1. Click Subscription from the left Navigation Panel to view the Subscription Dashboard

  2. From the Subscription Dashboard, click the Edit Payment button

  3. A window will pop-up displaying the current payment method

  4. Click Payment Methods at the top of the pop-up window to access the Manage Subscriptions screen

  5. Click Billing History

  6. The next screen will show a list of invoices with the option to download

    1. Click Download to download a copy of that specific invoice to a local drive

    2. Click the Load More button to view more invoices

  7. If finished with this pop-up window, click the x in the right hand corner to close

Related Articles

Did this answer your question?