My Profile - Editing your contact details

My Profile - Editing your contact details

Editing your contact details

The Contact details section of the Paytia administrative portal allows you to change the information for the following settings

1. The primary email address on your account. This is the email address you signed up with that you use as the master login username for your account.
2. The email address invoices for payment should be sent to. By default they go to the primary registered email address, however, you can set a new email address for billing invoices to be sent to.
3. Your company address details that should be shown on Paytia invoices.

Making a change

On the left-hand side of the Paytia platform you will see a category named My profile, click here and sub-menus will appear. Please click on the sub-menu named My contact details.



Whilst on the My contact details sub-menu you will see various information regarding basic details of your Paytia account, business details and address details.

 


Changing the primary email address on your account. 

You can change your email address/login associated with Paytia by clicking the Change email address button on the top right-hand side. Once you enter a new email address a link will be sent to that email for you to confirm the change of email.



Changing the email address invoices are sent to

In the business section of your Contact details profile you will see Billing Email Address. Enter the email address invoices should be sent to and when your account subscription renews or any purchases are made this email address will receive the copy invoices.



Field name
 Use
First name
 This is the first name of the master account holder
Lastname
 This is the surname/last name of the master account holder
Customer support email address
 This is used on receipts and any electronic correspondance sent on your companies behalf using service templates
System Calandar date format
 This allows you to set the preferred date format for any calander selection controls on your account


Field name Use
Business Name (Reg.) This is the business name you want to show on electronic correspondance sent on your companies behalf using service templates
Business Type This is the classicication of your business that is appended to the business name you want to show on electronic correspondance sent on your companies behalf using service templates
Billing email address This is an override that allows platform invoices to be sent to s different email address to the master account email address.


Change your company address details that should be shown on Paytia invoice

You are able to keep your company's billing address for Paytia invoices updated here


Changing Your Paytia Account Main Email Address and Contact Details

Editing Your Contact Details

The Contact Details section in the Paytia administrative portal allows you to manage and update the following information:

  1. Primary Email Address: The email address used as your main login username.
  2. Invoice Email Address: An email address to receive billing invoices (can be different from the primary email).
  3. Business Address Details: Your company address shown on Paytia invoices.

Step-by-Step Instructions

  1. Accessing the Contact Details Section
    • Navigate to the left-hand menu on the Paytia portal.
    • Click on My Profile.
    • Select My Contact Details from the sub-menu.

  1. Changing Your Primary Email Address
    • Locate the Change email address button in the Basic Details section.
    • Click the button and enter the new email address in the provided field.
    • A confirmation link will be sent to the new email address. Follow the link to confirm the change.



  1. Updating the Invoice Email Address
    • In the Business Details section, find the field labeled Billing Email Address.
    • Enter the new email address where invoices should be sent.
    • Click Save to confirm the changes. All future invoices will now be sent to this updated address.

  1. Updating Your Business Address
    • Scroll down to the Address Details section.
    • Update the fields for:
      • Business Address Line 1, 2, and 3
      • City
      • Country
      • County/State
      • Postcode/Zipcode
    • Click Save to ensure your updated address is reflected on invoices.

Notes:

  • Ensure that the primary email address is valid and accessible, as it is essential for account login and administrative notifications.
  • Keep your billing email and business address updated to avoid interruptions in invoice receipt and billing communications.

By following these steps, you can maintain accurate and up-to-date account information for seamless management of your Paytia services.