How do I edit subscription details?

Last updated: March 12, 2026

  1. Go to the Customers page and select your customer.

  2. Under the "Subscriptions" section of the "Details" tab, find the subscription you want to manage and click "View subscription details."

  3. In the "Subscription details" section, click "Edit details."

  4. A form will appear where you can edit the subscription name, account rep, customer point of contact, and accounts payable (invoice recipients).

    You can add multiple emails to the "Accounts payable emails" field by separating them with commas.