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Managing and Updating Billing Details in TRUENDO CMP

Introduction#

Accurate billing information is crucial for the smooth operation of your TRUENDO Consent Management Platform (CMP) account. Keeping your billing details up to date ensures that your subscriptions remain active and that you receive important billing communications without interruption. This guide provides step-by-step instructions on how to enter, edit, and save your billing information—including address, credit card details, and billing email—within the TRUENDO Console.

1. Prerequisites#

Before you begin, ensure you have:

  • Access to the TRUENDO Console: Your login credentials with appropriate permissions.
  • Administrator or Billing Access: Only users with the necessary permissions can update billing details.

2. Accessing Billing Details#

Step 1: Log In and Access Organization Management

  1. Log in to TRUENDO using your credentials.

  2. Access Organization Management:

    • At the top of the window, click on the dropdown arrow next to your organization name.

    • From the dropdown menu, click on Manage.

      You are now on the organization overview page.

Step 2: Navigate to Organization Details

  1. In the Navigation Menu on the left side of the screen, click on Organization Details.

3. Updating Billing Information#

Step 3: Enter or Edit Billing Details

  1. Billing Address:

    • Enter or update your organization's billing address, including:

      • Company Name
      • Street Address
      • City
      • Postal Code
      • Country

  2. Credit Card Information:

    • Enter or update your payment details:

      • Cardholder Name
      • Card Number
      • Expiration Date
      • CVC Code

  3. Billing Email:

    • Specify the email address where you wish to receive billing communications and invoices.

      Ensure this email is monitored to avoid missing important notifications.

Step 4: Save Changes

  1. Save Your Changes:

    • After entering or editing your billing information, click on the Save button, typically located at the bottom or top right of the page.
    • A confirmation message may appear to indicate that your changes have been saved successfully.

4. Important Notes#

<div class="sd-callout" data-callout-type="alert"><p><strong>Please ensure you save any changes made in order for them to take effect. Unsaved changes may result in incorrect billing information being used, which could affect your subscription and access to TRUENDO services.</strong></p></div>

  • Security: Your credit card information is stored securely in compliance with industry standards.
  • Billing Cycle: Updates to your billing details should be made prior to your next billing cycle to ensure continuity of service.

5. Conclusion#

Keeping your billing details up to date in TRUENDO CMP is essential for accurate billing and uninterrupted service. By following the steps outlined in this guide, you can easily manage your billing information, ensuring that all invoices and communications are sent to the correct address and that your payment information is current.

6. Support and Resources#

End of Guide

If you have any further questions or require assistance with billing details, please don't hesitate to reach out to TRUENDO Support or consult the resources provided.

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