Question
How can I edit the Billing and Signing Contacts within a Company Profile?
Answer
Navigate to Menu > Corporate Messenger > Companies > Select the Company Profile you wish to update.
Scroll down to "Contact Information" and select "Edit".
Within this section, you can enter the Signing and Billing contact details for the company. The section is optional, however it's strongly recommended to enter this information for notifications created by the NowInfinity platform.
- Signing Contact - the person responsible for the Company correspondence
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Billing Contact - the person to receive billing related notifications, eg payment reminders for Annual Statements.
If the contact is a Company Officer, their name will be available in the "Name" drop down. Their details will pre-fill, and their contact information can be added/edited if required.
If the Billing Contact is different to the Signing Contact, their details can be added separately. Therefore, the Signing Contact will receive correspondence of the Company while the Billing Contact will receive billing related notifications for the company.
If the Billing Contact is not a Company Officer, select "Other Contact" in the "Name" drop down and enter their details manually.
Select "Save" to continue.
Note: If an Annual Statement was received prior to these edits, the Chairperson or Signing Contact within the Annual Statement will not be updated. To ensure the Annual Statement is sent to the updated Signing Contact follow the steps in this article.
Note: If the billing/signing contact has been updated via the company profile, this email address prefills to the Annual statement page when sending for signing, however this can be edited prior to sending to change it to another email. Even if only the signing contact or only the billing contact has been entered, this is the email address that will prefill.