​User Account Management

The Account Management page in the dashboard allows you to update the following details:

• First Name
• Last Name
• Organization
• Low Balance Threshold Warning

​Updating Details

Updating your personal details such as First Name, Last Name or Organization allows you to set the values you want passed to the Billing Provider which will be set on your invoices when you subscribe or make top-up payments. It is important to ensure this information is accurate so that your tax invoices are generated with the correct details.

​Updating Low Balance Threshold

The low balance threshold defaults to 100 when you initially create your account and receive your 200 free credits.

When your credit balance dips below the threshold value set you will be sent an email warning you that your credit balance has dipped below the threshold.

Anytime a top-up or subscription payment is completed the flag to send the email is reset and if after a payment is made the balance dips below the threshold, the email will be sent once again.

At any time you can update this value on the Account Management page to whatever suits you, and if by any chance you do not wish to receive the email simply set the value to 0 and the email will not be sent.