Need to update your billing email or switch from personal to company details? You can manage it all in just a few clicks. Keeping your invoices accurate and your finance team happy.
🧠 You must be an admin in your HeyReach organisation in order to access Billing.
Accessing Billing Settings
Follow these steps to view or update your billing information:
Log in to your HeyReach account.
Click the Settings icon (bottom-left corner).
Select Billing from the menu.
Click on Billing details.
💳 To add or update your Payment method, click here to view the full step-by-step guide 💸
Updating Account Information
Once updated, your changes will apply to future invoices only. Previously issued invoices will not be modified.
You can edit the following fields:
Billing email address
Full name
Full address (including country, city, and zip/postal code)
Tax ID
💡 The second address line and phone number information are optional. All other fields are required.
To add or update any of these fields, simply click on the one you want to change, enter the new information, and click Save. A confirmation pop-up will appear at the bottom of the screen with the message "Billing details updated successfully" This means your changes have been applied. ✅
Adding or Updating Tax Information
If your country requires tax-related details for business transactions:
Choose the correct Tax ID type from the dropdown menu.
Enter your Tax number.
Make sure the information is accurate and matches your official business records.
🚨 Once you add a valid Tax ID, the applicable tax will be automatically calculated and displayed on your invoices.