Account details and documents

Open My account → My plan and find Billing details. No assigned client is needed. These details belong to the account holder rather than the client being served.

Click Set up or Edit details. Review name or business name, tax identification, address, country and billing email. Billing email does not change sign-in email. Also review base currency and identification fields you need to retain.

Click Save details and review retained information on the details card. These details are also used where the platform needs to identify document issuers; do not confuse them with each client’s tax details.

Find Payment history and review each record’s date, description and status. This is account history; client payment requests and invoices have separate workflows. An empty list or load error does not itself prove no transactions exist.

Use the invoice button for the relevant record. If billing details are required, complete them before retrying. Wait for the download and open the PDF to check holder, date, number and language. Downloading again does not mean making another payment.

Find Payment method and check masked information. If Change card is shown, open the secure form and review its instructions and notices before saving. Viewing the form does not confirm the method was updated.

After saving through the form, return to Payment method and check displayed details. If additional verification appears, follow that workflow and review the result. Opening Change card alone does not prove an update or resolution of a pending transaction.