How to Update Your Billing Information

Here's where you can add your credit card and billing information from within SalesReach

As a Team Owner (sometimes referred to as an admin) sometimes you may need to update your payment method. 

To view the Billing Settings page within SalesReach

  1. You must be a Team Owner (if you are a team member, contact your Team Owner for assistance)
  2. Log in to SalesReach
  3. From the Dashboard, click the dropdown menu in the upper right corner
  4. Click "Billing" from the menu or click here.


To make changes to your Billing information simply enter your information into the form and then click Save. 


You must be a Team Owner to access Billing information!