When using Billings Pro, you may want to update a worker's name to reflect your workplace's current status. Examples of why you would want to do this are if someone changes their name, made the worker's name with an error, or has a preferred name over their legal name.
While you can change a worker name if you are replacing one for another, it is better to deactivate the previous worker and create a new one. This way, your historical records are more accurate and show which slips were made past workers.
Follow the steps below for how you use Billings Pro.
Billings Pro Cloud
- Log into your control panel as an Admin worker by going to yourcompanyid.marketcircle.com
- Along the top toolbar, select Users
- Locate the worker you wish to change and choose Edit
- Update the worker's details as desired and choose Save