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Review your account information and reference number

Modified on: Wed, 18 Mar, 2020 at 11:36 AM

We provide some additional sections for billing related information beyond what's available on your payment settings. In order to ensure that all transactions are accurate and contain the necessary data, we recommend making sure these are up-to-date.

Account Information

Account Information refers to the main contact representative for your Team. This information reflects the name and email that will be reflected in billing and invoices. To review Account Information, an Admin of the Team can use the left hand navigation to head to 'Settings' -> 'Account Information'.

If your subscription is of the Basic Tier, you can edit the account details including contact name, organisation name, and email address in the text fields provided. 

                                                                                                                                                                 Basic Teams tier

Teams for Business admins in contrast are not able to amend their Account Information on their account. As depicted on the image below, your account information is pre-entered and saved.

If you need to update your account information as a Teams for Business customer, please contact the support team.

                                                                                                                                                                    Teams for Business tier

Reference Number

Depending on where you are located, there may be additional information required, such as for tax or accounting purposes. Use the Reference Number form to specify a VAT number, Purchase Order (PO) number, or similar. We will then include this number when we send receipts for any transactions.

To review your Reference Number, an Admin of the Team can use the left hand navigation to head to 'Settings' -> 'Reference Number'. A free form text field will be present - if a Reference Number has been entered already, the field should already be filled out with your number.

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