Managing billing information

Category: Payments
Summary:
This article explains how to manage billing information-where it is, how to change it, and the rules.

Overview

Schild separates billing information into billing addresses, billing cards, and shipping addresses. Billing addresses, billing cards, and shipping addresses have their own admin pages. Billing addresses, billing cards, and shipping addresses can be added, viewed, and changed with the appropriate permissions.

Billing addresses

Billing addresses can be found by navigating to Payments → Billing addresses. Billing addresses can be viewed by clicking their links in their leftmost column.

Rules

• There must be one default billing address on file.
• Default billing addresses cannot be deleted.

The default billing address can be changed in two ways:

1. By navigating to a non-default address, selecting the default checkbox, and saving.
2. By adding a new address, selecting the default checkbox, and saving.

Billing cards

Billing cards can be found by navigating to Payments → Billing cards. Similarly, billing cards can be viewed by clicking their links in their leftmost column.

Rules

• There must be one default billing card on file.
• Default billing cards cannot be deleted.

The default billing card can be changed in two ways:

1. By navigating to a non-default card, selecting the default checkbox, and saving.
2. By adding a new card, selecting the default checkbox, and saving.

Shipping addresses

Shipping addresses can be found by navigating to Payments → Shipping addresses. Like the previous, shipping addresses can be viewed by clicking their links in their leftmost column.

Rules

• There must be one default shipping address on file.
• Default shipping addresses cannot be deleted.

The default shipping address can be changed in two ways:

1. By navigating to a non-default address, selecting the default checkbox, and saving.
2. By adding a new address, selecting the default checkbox, and saving.

Viewing defaults

The billing information page is a read-only consolidated view of the default billing information. To see what information is on file with Schild, navigate to Payments → Billing information.

Invoices

Billing information is used for automatic tax calculation and appears on invoices. The default billing address on file is the address that appears on invoices.