Administration
Update a private-pay billing contact
Change contact details while understanding which invoices retain the previous recipient.
Global administrators can change an open agreement's billing contact name, email, and text-capable phone. The contact can differ from the client.
Save new contact details
- Open Admin → Access → Users, select the account, and open Licenses.
- Find the agreement in Private pay and select Refresh.
- Expand Update billing contact.
- Enter the intended name, email, and phone. Include
+and the country code for the phone number. - Select Save billing contact.
- Check the saved Billing contact details above the editor.
All three contact fields are required. This editor does not change the account's sign-in email, profile contacts, Guardian permissions, agreement price, or billing time zone.
Existing invoices keep their reminder recipient
CareMap saves a new contact version. Each invoice retains the contact version selected when that invoice was created, and its reminders use that version. Future invoices use the current contact at their creation.
An invoice can already exist before its scheduled issue date. In particular, the calendar-alignment invoice is created when the initial payment activates the License. Changing the contact after that point does not redirect its reminders, even if it has not yet been issued.
This action does not resend invoices or update existing Stripe customer details. Do not assume a changed email redirects Stripe's invoice emails. If the old recipient must stop receiving existing billing messages, ask the payments administrator to review the affected invoices and delivery details. The panel offers no per-invoice recipient replacement.
If saving fails
Another update can make the agreement change before your save. Read the message, refresh, and compare the saved details before trying again. Unsaved editor text can remain after refresh, so it is not proof of what was saved.
A save can succeed even if the following reload fails. Check the agreement's displayed contact before repeating the action. Ended agreements cannot accept a contact update, even if the editor remains visible.