Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Energy & Utilities Cloud
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Update the Billing Profile for Energy & Utilities Customers

          Update the Billing Profile for Energy & Utilities Customers

          Update your customers' billing information, such as the billing cycle, bill delivery method, format, frequency, number of bill copies, billing address, or email address. Support agents make these updates on the billing account related to the business account.

          Note
          Note

          If no direct billing account is attached to the business account, a hierarchy lookup is used to update the billing information.

          1. Use the Identity Verification feature to verify the identity of the caller and launch the customer's accounts page.
          2. On the customer accounts page, under the Billing tab, click Update Billing Profile.
          3. On the Update Billing Profile page, update the profile information as requested by the customer.
          4. Click Next to go to the Tax details page.
          5. Update the tax-related information based not the customer request.
          6. Click Submit.
          7. Click Finish.

          The customer's billing profile is updated.

           
          Loading
          Salesforce Help | Article