This guide is for APLYiD Core (the portal at app.aplyid.com or app.aplyid.co.uk). If you use APLYiD Workflow, see Manage your payment method, billing details and invoices.
Quick answer:
A Company Admin can change the billing contact's name, surname and email in Preferences > Settings > Billing details. Before you click Save, re-enter the country code next to the mobile number at the top of the page and any other required field. For any other change, contact us through live chat or at support@aplyid.com.
What can I change myself?
You can update the billing contact, the person your invoices are addressed to:
Name
Email
To change anything else, such as your company name, trading name, company number, address, tax number or payment method, contact us through live chat or at support@aplyid.com.
How to update your billing contact
Log in to APLYiD.
In the menu on the left, under Control System, click Preferences, then Settings. This opens the Company settings page.
Under Company details, check that every field marked with an asterisk (*) is filled in and correct, such as the Area Code next to the mobile number. Re-enter anything that's blank or wrong, as you won't be able to save your changes until all of these fields are complete.
Scroll down to Billing details.
Update the Name and Email as needed.
Click Save.
You'll see the message Company details updated once your changes are saved.
Troubleshooting
The Save button is greyed out or won't work
Check you've re-entered the country code in the Code field next to the mobile number at the top of the page.
Check the email address is complete and correct. If it shows Email is invalid in red, the Save button stays greyed out.
Check every field marked with an asterisk (*) is filled in.
If you still can't save, contact us through live chat or at support@aplyid.com with the details you want changed.
I can't see Settings under Preferences
Only a Company Admin can change company and billing details. Ask a Company Admin at your business to make the change.
Frequently Asked Questions
How do I change who our invoices are addressed to?
Update the billing contact's name and email in Billing details by following the steps above.
How do I update our credit card or direct debit details?
Contact us through live chat or at support@aplyid.com and we'll send you a secure link to update your payment details. Never send card or bank details by email or live chat.
Our company name or address has changed. What do I do?
Contact us through live chat or at support@aplyid.com with your new details and we'll update your account. If your logo or the name your SMS messages come from has changed too, see Can I add my logo and brand colours to my client's verification?
Our GST, ABN or VAT number is missing or wrong on our invoice.
Contact us through live chat or at support@aplyid.com with the correct number and we'll update it.