Edit & Clone Billing Profiles (ShareNote)

  Permissions: You must have Billing Permissions.

Follow the steps below to edit or clone existing billing profiles.

Related Articles: Create New Billing Profile, Billing Profile Form Video, Add a Service to an Existing Billing Profile

Jump to Section: [Access Billing Profiles] [Edit Billing Profiles] [Clone Billing Profiles]

Access Billing Profiles

1. Hover over the Managers tab in the navigation bar.
2. Scroll down to Direct Billing.
3. Select Billing Profile from the drop-down.
   
   

Edit Billing Profiles

1. Scroll to the right on the Billing Profiles list, and click EDIT. 
   
   
   
   
2. Make any needed changes to the billing profile.
3. When completed, scroll to the bottom of the page and click Update Profile.
   
   

Clone Billing Profiles

1. Scroll to the right on the Billing Profiles list, and click CLONE.
   
   
    
2. Make any needed changes to the billing profile.
3. When completed, scroll to the bottom of the page and click Add Profile.