How to change billing details#
If you need to update billing details in your Mergado account, you have several options depending on whether you want to change details for future invoices or on already issued documents. This guide walks you through the entire process so you can handle it quickly and easily.
1. Changing billing details for future invoices (Admin panel)#
If you want to update billing details for future invoices (e.g. change the company ID, tax ID, company name, or billing frequency), you can do it directly in your account settings.
How to do it#
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Editing billing details – Change your billing details (such as contact information) in the User and billing details section of your account settings.
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Changing billing frequency – If you want to change the billing period (e.g. switch from monthly to annual billing for a discount), adjust this in the Payment settings section of your account settings.
Changes only apply to newly issued invoices. This means that already issued invoices will not be affected by these changes.
2. Changing details on an already issued invoice (Technical support)#
If you need to modify billing details or billing period on an already issued proforma invoice or tax document, you can’t make these changes yourself. In this case, you need to contact technical support.
How to do it#
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Send an email to mergado@mergado.com, specifying what exactly you want to change on the issued invoice.
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Technical support will help you and make the changes for you.
Conclusion#
You can easily handle billing detail changes for future invoices yourself in your account settings. For changes on already issued invoices, you need to contact technical support.
FAQ#
How do I change billing details for future invoices?#
Change your billing details for future invoices directly in the billing details settings of your account. You can update contact information, company ID, tax ID, or change the billing frequency (monthly/annual).
How do I change the billing frequency (monthly/annual)?#
To change the billing frequency, go to the Payment settings section in your account.
When do billing detail changes take effect?#
Billing detail changes only apply to newly issued invoices. Already issued invoices will not be affected by these changes.
How do I change details on an already issued invoice?#
If you need to modify billing details on an already issued proforma invoice or tax document, contact technical support at mergado@mergado.com and specify the changes you need.
Can I change details on already issued invoices myself?#
No, for changes on already issued invoices you need to contact technical support.