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Manage your Microsoft business billing profiles

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A billing profile contains payment method and invoice information associated with your Microsoft business billing account. You use a billing profile to pay for business products and services that you buy from Microsoft. A billing profile is automatically created when a billing account is created, and you can add new billing profiles at any time. For information about billing accounts, see Understand your Microsoft billing account.

Important

This article only applies to customers with a Microsoft Customer Agreement billing account type.

Before you begin

Note

If you're the person who signed up for the subscription, you're automatically a billing profile owner.

View your billing profiles

  1. Go to the Microsoft 365 admin center, then go to the Billing > Billing accounts page.
  2. On the Overview tab, select a billing account.
  3. On the billing account details page, select the Billing profiles tab. The tab lists all billing profiles associated with the selected billing account.
  4. Select a billing profile name to view its details page.

Understand the billing profile details page

The billing profile details page contains details like the billing profile name, status, the associated billing account, and address information. The details page also contains information about the invoice, billing notification settings, and payment method used to pay for the products and services that you buy. You can update your billing profile to change certain things like the profile name, the Bill-to address, and invoice and billing notification settings.

The following table lists the terms shown on the billing profile details page.

Field name Description
Billing profile ID A read-only field that contains the unique identifier for the billing profile.
Name The name of your billing profile. To change the name, select Edit name.
Status A read-only field that shows the status of the billing profile.
Billing account The billing account associated with the billing profile. To view details about the billing account, select the link. For more information about billing accounts, see Understand billing accounts.
My role A read-only field that shows your billing profile role.
Bill-to address Contains the contact name, address, email address, and phone number for the billing profile. To make changes to the address details, select Edit.
Get invoices in email statements A setting you can turn on to receive the invoice as an email attachment. The default setting is On. To turn this setting on or off, select Edit settings.
Additional recipients The list of people who also receive a copy of the invoice by email.
Billing notification settings A link to the Billing notifications page where you can edit notification settings, edit the organization email address, and manage the list of admins who receive billing notifications. To make changes, select Edit settings.
Invoice currency The currency used for your invoice, based on the Sold-to country/region of the billing account.
Payment method The payment method used by the billing profile. To make changes to the payment method, select Edit or Replace.
PO number (optional) A purchase order (PO) number that you create to track changes for the billing profile. If you add a PO number in this field, it appears on your invoice. To add a PO number, select Edit.

Add a billing profile

  1. In the admin center, go to the Billing > Billing accounts page.
  2. On the Overview tab, select a billing account.
  3. On the billing account details page, select the Billing profiles tab, then select Add a billing profile.
  4. On the Basic information page, enter a name for the new billing profile, then select Next.
  5. On the Address information page, to use the sold-to address for the bill-to address, select the Same as sold-to address check box. To add a new address, select Add bill-to address, enter the new address information, then select Save.
  6. To use the bill-to address for the ship-to address, select the Same as bill-to address check box. To add a new address, select Add ship-to address, enter the new address information, then select Save.
  7. Select Next.
  8. On the How to pay page, select an existing payment method from the Choose a card drop-down list. To add a new payment method, select Add a card.
  9. Select Next.
  10. On the Invoice settings page, enter any other recipients that you want to receive the invoice.
  11. If you want to include a purchase order number on your invoice, enter it in the Purchase order number text box.
  12. Select Next.
  13. On the Review and finish page, review the information and settings you entered for the new billing profile. You can edit everything except the associated billing account name on this page. When you’re ready, select Finish.
  14. After the billing profile is ready, select Done.

What are billing profile roles?

Billing profile roles have permissions to control purchases, and view and manage invoices. You can assign these roles to users who track, organize, and pay invoices. Only a billing profile owner can grant access to billing profile roles. You can assign the following roles to users:

Role Description
Billing profile owner Can assign roles, edit the billing profile, use it in a purchase, pay bills, and view the billing profile.
Billing profile contributor Can edit the billing profile, use it in a purchase, pay bills, and view the billing profile.
Billing profile reader Has a read-only view of everything in a billing profile.
Invoice manager Can view and pay bills and has a read-only view of everything in a billing profile.

Important

Billing profile roles only apply to billing profiles, and don't apply to other Microsoft 365 admin center scenarios.

View users and their billing profile roles

  1. In the admin center, go to the Billing > Billing accounts page.
  2. On the Overview tab, select a billing account.
  3. On the billing account details page, select the Billing profiles tab.
  4. Select a billing profile name.
  5. On the billing profile details page, select the Billing profile roles tab.

Assign billing profile roles

Note

You can only assign billing profile roles to users in your organization.

  1. In the admin center, go to the Billing > Billing accounts page.
  2. On the Overview tab, select a billing account.
  3. On the billing account details page, select the Billing profiles tab.
  4. Select a billing profile name to view its details page, then select the Billing profile roles tab.
  5. To assign a new user role, select Assign roles. In the Assign roles pane, enter the name or email address, select the roles you want the user to have, then select Assign.
  6. To change the roles for a current user, select their name from the list. In the Edit roles pane, change the roles assigned to the user, then select Save.
  7. In the Assign roles pane, type the name or email address, select the role you want to assign to them, then select Assign.

You can view the roles assigned to users for a billing account and related billing profiles across associated tenants.

  1. In the admin center, go to the Billing > Billing accounts page.
  2. On the Overview tab, select a billing account.
  3. On the billing account details page, select the Billing profiles tab.
  4. Select a billing profile name to view its details page, then select the Billing profile roles tab.
  5. Select View related role assignments.

To export the information shown in the Related billing role assignments pane, select Export to CSV.

Related content

Understand billing accounts (article)
Paying with a billing profile (article)
Manage payment methods (article)