Quick answer: Edit your details under Hello, Name! → Account Details (name, company, address, phone) and manage cards under Billing → Payment Methods. New invoices use the updated details; changing the account email requires identity verification via ticket.
Overview
Billing information appears on every invoice and is used for payment notifications. Keeping it current matters for bookkeeping and for card payments (the gateway may verify the cardholder data). You can also add separate contacts/sub-accounts that receive invoice emails.
Before you start
- Your Client Area login.
- The new details — company name, VAT/tax ID if you use one, address, phone.
Step-by-step guide
- Log in and open your profile menu (Hello, Name!) → Account Details.
- Update name, company, address and phone, then save.
- For cards: go to Billing → Payment Methods, add the new card and remove the outdated one.
- To have invoices also sent to your accountant, add a Contact/Sub-Account with the "Billing Emails" preference enabled.
- Need the login email itself changed? Open a ticket — it requires identity verification for security.
Common issues
- Old details on an existing invoice? Invoices snapshot the details at generation time — ask billing to regenerate the current one if needed.
- Card update not reflected? Make sure the new card is set as default and the old one deleted.
- Two people need invoices? Use contacts with billing-email preference instead of sharing the login.
When to contact support
Open a ticket to change the account email, transfer account ownership, or correct details on already-issued invoices.
Frequently asked questions
Will updated details appear on old invoices?
No — each invoice keeps a snapshot of the billing details from the moment it was generated. The billing team can regenerate a recent invoice with your new details on request.
Can I change my account email myself?
No — for security the Client Area login email is changed only by the support team after identity verification. Open a ticket from your account to start the process.
Can my accountant receive invoice emails?
Yes — add a contact or sub-account in the Client Area with the billing-emails preference enabled, and every invoice and payment notice will be sent to that address too.
Related articles
- How to download invoices
- How to enable automatic renewal
- How to pay by card (Visa, Mastercard, Apple Pay, Google Pay)
Need a hand? Contact Cloud2Y support →
