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Account

At /portal/account the customer manages the billing account details (BillingAccount) — legal name, CNPJ/CPF, state and municipal registration, address, finance contact and emails for receiving invoices.

Editable data​

  • Legal name and trade name
  • Document (CNPJ or CPF)
  • State registration and municipal registration (when applicable)
  • Full address — used for NF-e issuance and billing
  • Emails for receiving invoices and charges
  • Contact phone

Validations​

  • CNPJ and CPF are validated through their check digits.
  • The CEP looks up the address automatically when possible.
  • Changes to the CNPJ require reissuing open invoices (the organization can lock this field).

NF-e​

When NF-e is enabled, the data on this page is copied into the issued fiscal document. Keeping the registration up to date avoids rejections due to mismatches at SEFAZ or the municipality.

Restricted updates​

Some fields (document, fiscal address) may be locked for direct editing depending on the organization's policy — in those cases, the customer sees instructions to open a support ticket.

Screenshot​

Editing the billing account details in the portal