How to update billing details and business information

Crystal Field Updated by Crystal Field

You can now edit your billing details (billing address and email address), as well as your business information through your VR Dashboard account settings.

How to update your billing details
  1. Log into the dashboard.
  2. Click Settings in the menu.
  3. On the account tab, scroll down to Billing Details.
  4. To update your billing email address: Click on Update billing email address to change the email your invoices are sent.
    To update a billing address, click on Update billing address. If you have not yet added a billing address, click Add billing address.
  5. Log into the dashboard.
  6. Click Settings in the menu.
How to update your business info
  1. Log into the dashboard.
  2. Click Settings in the menu.
  3. Click the Business Info tab.
  4. You can edit your business name and business address information.

  1. Once you click Save, you'll receive this confirmation message that the information has been updated successfully.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

How to Download an Invoice PDF

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