How to Copy/Clone Billing Accounts from Client to Client [Step-by-Step guide]

Modified on Wed, 30 Aug, 2023 at 5:43 PM

When setting up Billing Accounts under your Clients, you might have redundant configurations with other Clients you might already set up.

This article explains how to copy/clone Billing account profiles from one Client Profile to another. 

Feel free to follow the step-by-step guide written below or the video guide, as you prefer: 

To do so you will have to:

1) Access Clients under the Maintenance menu

2) Click on the client related to the Billing Account you wish to copy

3) Click on the Copy button of the Billing Account you wish to copy

4) Target the Client where you want to copy the Billing Account targeting the desired Portal

5) Press Save to apply the changes


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