--- title: Managing Account Settings and Billing in EasyAML description: Step-by-step guide showing how to managing account settings and billing in easyaml in easyAML. --- [Skip to content](https://knowledge.easyaml.com/managing-account-settings-and-billing-in-easyaml#main-content) English - Australia Show submenu for translations Open main navigation Close main navigation - English - Australia Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [easyAML Help Centre](https://knowledge.easyaml.com/?hsLang=en-au) 2. [How-to Guides](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au) 3. [Account Settings](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#account-settings) # Managing Account Settings and Billing in EasyAML ## Account Settings is where you manage your business information, users, billing, and platform configuration. Account Settings is where you manage your business information, users, billing, transactions settings, customisation, and groups. Open it from anywhere in easyAML by clicking **Account Settings** in the left navigation, or jump straight to the area you need below. **On this page: [Watch the video](https://knowledge.easyaml.com/managing-account-settings-and-billing-in-easyaml#video)** · **[Areas at a glance](https://knowledge.easyaml.com/managing-account-settings-and-billing-in-easyaml#stepbystep)** ## Areas at a glance - **[Account](https://app.easyaml.com/settings/account)** - your business details, sector and designated services. See [changing sector & services](https://knowledge.easyaml.com/can-the-sector-services-on-an-account-be-changed-later?hsLang=en-au). - **[Users](https://app.easyaml.com/settings/users)** - invite staff, manage roles and PDD. Guides: [Invite a New User](https://knowledge.easyaml.com/how-to-invite-a-new-user-to-easyaml?hsLang=en-au) · [Add Users and complete PDD](https://knowledge.easyaml.com/add-users-and-complete-personnel-due-diligence-pdd?hsLang=en-au). - **[Billing](https://app.easyaml.com/settings/billing)** - your plan, payment method, agreements and billing contact. Guides: [Subscription plan](https://knowledge.easyaml.com/choosing-or-changing-your-subscription-plan?hsLang=en-au) · [Payment method](https://knowledge.easyaml.com/update-your-payment-method?hsLang=en-au) · [Client Agreement](https://knowledge.easyaml.com/find-and-review-your-easyaml-client-agreement?hsLang=en-au) · [Billing info](https://knowledge.easyaml.com/updating-your-billing-info-and-contact-information?hsLang=en-au). - **[Transactions](https://app.easyaml.com/settings/transactions)** - transaction defaults and client cost recovery. Guide: [Client cost receipt](https://knowledge.easyaml.com/updating-client-cost-receipt-to-recover-aml-costs?hsLang=en-au). - **[Customisation](https://app.easyaml.com/settings/customisation)** - client billing method, question sets, branding. Guides: [Client billing method](https://knowledge.easyaml.com/kyc-choose-client-billing-method?hsLang=en-au) · [Custom questionnaires](https://knowledge.easyaml.com/how-to-add-custom-questionnaires-to-send-to-clients?hsLang=en-au) · [Whitelabelling](https://knowledge.easyaml.com/whitelabelling-setting-up-your-business-brand-and-logo?hsLang=en-au). - **[Groups](https://app.easyaml.com/settings/group)** - organise transactions and staff by office or team. Guide: [Creating and managing Groups](https://knowledge.easyaml.com/creating-and-managing-groups?hsLang=en-au). - [easyAML Set-up Checklist](https://knowledge.easyaml.com/easyaml-set-up-checklist?hsLang=en-au) - [Training Videos](https://knowledge.easyaml.com/training-videos?hsLang=en-au#main-content) - [Register for Upcoming Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#register-for-upcoming-webinars) - [Previously Recorded Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#previously-recorded-webinars) - [FAQs](https://knowledge.easyaml.com/faqs?hsLang=en-au#main-content) - [General](https://knowledge.easyaml.com/faqs?hsLang=en-au#general) - [AML/CTF basics](https://knowledge.easyaml.com/faqs?hsLang=en-au#aml-ctf-basics) - [Getting started](https://knowledge.easyaml.com/faqs?hsLang=en-au#getting-started) - [Compliance Program](https://knowledge.easyaml.com/faqs?hsLang=en-au#compliance-program) - [Customer Due Diligence (CDD)](https://knowledge.easyaml.com/faqs?hsLang=en-au#customer-due-diligence-cdd) - [Training](https://knowledge.easyaml.com/faqs?hsLang=en-au#training) - [Reporting](https://knowledge.easyaml.com/faqs?hsLang=en-au#reporting) - [Sector Coverage](https://knowledge.easyaml.com/faqs?hsLang=en-au#sector-coverage) - [Pricing & Plans](https://knowledge.easyaml.com/faqs?hsLang=en-au#pricing-plans) - [Sales & Onboarding](https://knowledge.easyaml.com/faqs?hsLang=en-au#sales-onboarding) - [Trusts & Complex Structures](https://knowledge.easyaml.com/faqs?hsLang=en-au#trusts-complex-structures) - [Reliance & KYC Sharing](https://knowledge.easyaml.com/faqs?hsLang=en-au#reliance-kyc-sharing) - [ACMA SMS Sender ID Register](https://knowledge.easyaml.com/faqs?hsLang=en-au#acma-sms-sender-id-register) - [Quick Answers](https://knowledge.easyaml.com/faqs?hsLang=en-au#quick-answers) - [How-to Guides](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#main-content) - [Tasks](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#tasks) - [Transactions](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#transactions) - [Entities](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#entities) - [Insights](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#insights) - [Training](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#training) - [Compliance](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#compliance) - [Reports](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#reports) - [Account Settings](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#account-settings) - [Billing & Plans](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#billing-plans) - [KYC Information](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#main-content) - [Client Resources](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#client-resources) - [Person being verified](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#person-being-verified) - [Glossary](https://knowledge.easyaml.com/glossary?hsLang=en-au) - [Integrations](https://knowledge.easyaml.com/integrations?hsLang=en-au#main-content) - [General](https://knowledge.easyaml.com/integrations?hsLang=en-au#general) - [Action Step](https://knowledge.easyaml.com/integrations?hsLang=en-au#action-step) - [Clio](https://knowledge.easyaml.com/integrations?hsLang=en-au#clio) - [XPM](https://knowledge.easyaml.com/integrations?hsLang=en-au#xpm) - [Scantek](https://knowledge.easyaml.com/integrations?hsLang=en-au#scantek) - [News Feed](https://knowledge.easyaml.com/news-feed?hsLang=en-au#main-content) - [Latest Release Notes](https://knowledge.easyaml.com/news-feed?hsLang=en-au#latest-release-notes) - [Support](https://knowledge.easyaml.com/support?hsLang=en-au) [![easyAML-Logo\_Magenta](https://knowledge.easyaml.com/hs-fs/hubfs/easyAML-Logo_Magenta.png?width=200&height=47&name=easyAML-Logo_Magenta.png "easyAML-Logo_Magenta")](https://easyaml.com/) Copyright © 2026, easyAML