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Move a billing account

Last updated: 10/02/2022

Move your billing account from one customer group to another.


Notes:

  • Customer group names will only be visible for entitled and eligible users
  • This capability is only available to Primary Contact users with current platform entitled accounts

How to move a billing account

1. Sign in to Â鶹ÊÓƵ Enterprise Center

2. Select Billing > Manage billing accounts

3. Click the three dots iconÌýÌý to the right of the account you want to move
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4. Select Move billing account from the actions menu

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5. Click Add to move billing account to select the accounts you want to move, then click Proceed to select actions for additional accounts

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6. Select the destination customer group

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7. Click Move

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8. Under the customer group name, click yes. A confirmation notification will appear

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9. Click X to confirm your changes and close

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Related topics

  • Manage a customer group

    Create, edit, delete and filter groups of customers that match certain criteria for things like a cost center, location or whatever you choose.

  • Change your billing address

    Easily update your company’s billing address.

  • Update your payment methods

    Add or edit your bank account and credit/debit card information.

    • Keep learning

    Access in-depth tutorials or join a related instructor-led class with our training team.