Customer Billing Update Request

Customer Billing Update Request — Form Fields

This sales template includes 5 fields. Allow customers or account managers to request updates to billing information, invoicing contacts, or payment terms. Routes updates to the billing team for processing. Free to customize and use on ZenBuild.

• Company / Account Name (text, required)
• Authorized Contact Email (email, required)
• Type of Billing Update (dropdown selection, required) — options: Update invoicing contact, Change billing address, Update payment method, Request extended payment terms, Add PO number to invoice
• Details of the Requested Change (long text, required)
• Is this change effective immediately or from next billing cycle? (multiple choice, required) — options: Immediately, From next billing cycle