To update the invoices for your Insightly subscription with a new credit card number, company name, address, or VAT number, your account owner will go to the Billing & Account pages.
Updating credit card information
To update your credit card information:
- Click the profile icon and go to Billing & Account > Invoices and Payments.
- Scroll down to Billing Details and click Update Billing Information.
- Enter and save your new card information.
Updating invoice information
To add custom information to your invoice, such as a company name or ID number:
- Click the profile icon and go to Billing & Account > Invoices and Payments.
- Click Add Optional Invoice Information.
- Enter your changes and click Update. The information will now appear on your future invoices.