> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/switch-billing-member.md).

# How to Change the Billing Contact for a Membership

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Membership**: The membership can be in any status. The subscription and membership will still follow the status rules — if the billing person is changed during a Failed status, the new billing person adopts the failed status on their subscription.
* **Payment Method**: The new billing contact must have a valid payment method on file. See: [How to Charge a Card](/products/control-panel-overview/charging-payments-overview/charge-card.md).

### Instructions

1. Use the **Search** icon (magnifying glass) in the top navigation bar. Type the member's name or email and select their profile.

> Alternatively, navigate to [**CRM > View People**](https://control.peoplevine.com/customers), search by name or email, click **APPLY**, and click the member's **Name**.

> **Note (Pro Dash):** Navigate to **CRM > People > View People**.

2. Scroll to the **Memberships** section on the profile.
3. Click **Edit** on the subscription (or navigate to the subscription via [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions)).
4. Click **Change Billing Contact**.
5. Look up the person who will be the new billing contact (Payee) by name or email.
   * The Payee must already exist in the CRM. If they do not, create their profile first. See: [How to Create a Profile](/products/control-panel-overview/membership-management-hub/create-profile.md).
6. Select the **payment method** from the Payee's available methods on file. Subscription details (next billing date, etc.) do not need to change.
7. Click **UPDATE SUBSCRIPTION**.

> **Note**: Changing the billing contact does not change the primary member. The primary member retains their role and status. Billing contact and primary member are independent settings.

> **Note**: Outstanding invoices or past-due balances remain tied to the original billing contact. Only future charges will be billed to the new contact.

### Best Practice

Confirm the billing change with both the outgoing and incoming billing contacts. Send a confirmation email to both parties and verify that the next scheduled charge processes successfully against the new payment method.

### What Happens Next

* **On the member side**: The primary member and sub-members retain their access and status unchanged. The new billing contact will see the membership charges on their payment method going forward.
* **Next step**: To verify the billing change took effect, check the subscription record. See: [How to Edit a Membership](/products/control-panel-overview/membership-management-hub/edit-membership.md).

*Last updated: 2026-05-24*


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