Updating personal data in the customer account

Tutorials Comercial | account | customer | billing
Updating personal data in the customer account.
by Mihai BobriucViews 1611Updated now 1 yearPublished 03/03/2018

Introduction

  • In this tutorial we will show how to update personal data in the customer account.

Requirement

  • Hostico customer account

Steps

  • After successfully logging into the customer account, go to the User section, on the left side of the page.
  • A new window will open, in which we will change the fields in the Client Profile section. This window allows you to update all the data in the customer account
  • After the data have been modified, click on the Update button, so as not to lose the entered information.

Note

  • The data must be complete and real, and in the case of natural persons, they must belong to an adult!
  • Updating the data in the customer account is necessary in case of changes to the billing data.
  • If a proforma invoice (or more) is already issued in the customer account, their data will not be automatically updated as a result of the data change. For this aspect you will need to update your proformas in your account: Update Proforma Invoice.
  • In the case of Legal Entities that do not have a registration number at the Trade Register, under the column "No. Trade Register Registration" will be completed with a hyphen (-).

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