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How do I manage companies and billing settings?

Companies and billing keeps business information separate from your personal profile.

Before you start

You need access to the company and permission for the field you want to change.

What to do

  1. Open Account and select Companies and billing.
  2. Choose the intended company or workspace before reviewing its details.
  3. Use the available sections for company information, invoice preferences, payment details and tax settings.
  4. Save the authorised change and reopen the section to confirm the saved values.

What happens next

The selected company keeps its own settings while your personal identity remains shared.

If something goes wrong

If a company is missing or read-only, ask its administrator to check your membership. Do not create a duplicate business or change your personal profile to bypass that restriction.

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