Category: Client Portal & Billing • Est. reading time: 2 minutes
New email? New office? New phone that you actually answer? When your details change, it is worth telling your portal, because that is where your invoices and renewal notices are headed. Good news: you can update everything yourself in a couple of minutes.
Step 1: Open Your Account Details
- Log in at store.allydrez.com.
- Click your name in the top-right corner.
- Select Edit Account Details.
Step 2: Update Your Information
- Edit your name, company, address, phone number, or email as needed.
- Review the email address on file, since this is where invoices and account notices are sent.
- Click Save Changes.
Managing Additional Contacts
If you would like a bookkeeper or team member to receive invoices too, you can add them under Contacts (found in the same account menu). You control exactly which emails each contact receives, such as billing or support notices.
Note: Heads up, changing your billing email here does not change the email you log in with. Those two are separate on purpose. If you want to switch your login email, drop us a line and we will handle it for you.
Questions? Email support@allydrez.com or call 1-321-209-2004.