You can update your payment and company billing information in Crazy Egg anytime. The steps listed below will walk you through how to complete this.
Updating Payment Information In-App - Step by Step
Here is a recommended process to help you get started.
- Step 1
- Click on My Account in the bottom left-hand corner of your screen (blue menu).
- Step 2
- Click on Billing Details.
Note: If you do not see "Billing details" under the Account section, your Team Member role does not permit you access to the billing information. You will have to contact the account owner to change your role to 'owner,' or they will have to update the info.
- Step 3
- To make changes to the payment information, simply highlight the data in any field (or click on the drop-down box) and start typing. For example, if you want to update the expiration date on your credit card, click on the drop-down box and choose the month and year. Remember to click on the Save changes button when you have finished.
Note: If you do not see "Billing details" under the Account section, your Team Member role does not permit access to the billing information. You will have to contact the account owner to change your role to 'owner,' or they will have to update the info.
- Step 4
- To change the company address information, scroll down on the current page (billing details) to the Company Info section (as shown below). Simply highlight a field, such as an address, and start typing. You can use any field box if you need to add a VAT #. When you are finished, click on the Save changes button.
Note: If you change any company information, this will also affect your past receipts. For example, if you change your company address, all past receipts that may be viewed or printed will show the new address. If you want to change this anytime, simply edit the fields and click the Save changes button.