How to update a customer account – entity, contact, billing details

When changing customer account information such as the entity details, contact details or billing details.

Step-by-step guide

From the home screen, click on the Account tile in the centre of the screen. Or click on the ‘folder plus person’ iconlocated at the bottom of the side navigation panel. All of the Account functions are also included in the drop-down menu next to Customer Account name located in the top pane.
To change the Customer Account you are viewing, select Change Active Account. A green dot shows against the current active account.
Select the account name you wish to change to. This will take you to the Home screen of the new Active Account. You can check that you are in the right account by looking at the Account Name showing in the top pane.
To update the details for a customer account, select Update Customer Account from the drop-down menu in the top pane under the Customer Account name.
Update the Entity Details, Contact Details and Billing Details, as required, by using the tabs at the top of the screen and changing the fields as required.
NOTE: Before you can make any changes on the Contact Details or Billing Details page you will need to uncheck the box at the top of the screen “Contact/Billing address same as registered business address”.
Click Update Customer Account at the bottom of the screen. A pop-up will confirm your account has been successfully updated.
NOTE: ABN information shown on this page is drawn directly from the ABN register, if this information is incorrect, you will need to update the ABN register first and then use the REFRESH ABN EXTRACT button.