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Manage account

[portal]

In the portal "Account" area you manage your master data, your package, additional packages, your contract, invoices, printers, manufacturer details and legal information.

For whom​

Customers (licensees).

The tabs​

Tab 1: My account​

  • Company
  • Responsible person (for Stripe)
  • Address: street, ZIP code, city, country
  • VAT ID and tax number
  • Industry (NACE Rev. 2.1) — required field: one to three industries (two-stage picker, section A–V → division); the first entry is your main industry
  • Change email with OTP confirmation sent to the NEW address (2-step modal):
    1. Enter new mail, OTP code is sent
    2. Enter code, mail is changed
  • Customer number (read-only, at the bottom)
  • Auto-sync with Stripe on save

Tab 2: License & contract​

  • Current package with description + price
  • Contract term: contract start, minimum term, earliest cancellation date
  • Change billing interval (for self-service packages: monthly, quarterly, yearly etc. with a discount note)
  • Invoices as a list with PDF download (Stripe Invoices)
  • Documents (contract PDF, if uploaded by the admin)
  • Cancellation: enter date, confirm. Account stays active until expiry
  • Legal texts (imprint / terms / privacy policy of the provider)

Tab 3: Packages​

Book additional packages on top of your base package. You see your base package, the add-ons you have already booked (with status + period end) and the add-ons available to book. Booking adds a line item to your existing subscription (one invoice, prorated to the end of the period); access starts once the invoice is paid (invoice.paid). Cancelling an add-on ends it at the end of the period; access remains until then.

Tab 4: Printers​

Embedded list of your printers (/dashboard/printers). Register printers and manage their metadata. → Printers

Tab 5: Manufacturer info​

Manufacturer / responsible-person details plus a logo for GPSR product labels. Used by the label generator.

The CRM / ERP tab (Shopify, WooCommerce, Billbee, JTL) is not live — it is a placeholder and is hidden in production.

Payment & activation​

When your account is activated, the provider raises a Stripe invoice with a 14-day payment window (send_invoice). You receive it by email with a hosted-invoice link. Your account is activated (status pending → active) only once the invoice is paid (invoice.paid). From month 2 the subscription is collected automatically.

Step by step: change master data​

1. Open account​

Sidebar → Account → "My account" tab.

2. Edit fields​

Edit the fields (company, responsible person, address, VAT ID, tax number, industry).

3. Save​

Data goes immediately to Stripe (for invoices) and into the licensio DB. For Stripe Express accounts, some fields are accepted with limitations (best-effort). The industry selection is validated (one to three valid NACE codes).

Step by step: change email​

1. Click "Change email"​

A modal opens.

2. Enter new email​

licensio sends an OTP code to the NEW address (not to the old one!).

3. Enter OTP​

Enter the code from the mail, confirm.

4. Done​

Email changed in DB + auth system. Future logins use the new mail.

Step by step: cancellation​

1. Click cancel​

"License & contract" tab → "Cancellation" section.

2. Confirm date​

licensio automatically calculates the earliest possible cancellation date from your package's minimum term + cancellation notice period.

3. Confirm​

Account stays active until the date. You get a confirmation mail. The provider admin also sees the cancellation in their customer list.

4. After expiry​

Account status is automatically set to inactive. Login is blocked (mail with the note "vertrag-abgelaufen").

Frequent questions​

How do I change my password? Currently via logout + "forgot password" flow. Direct password change in the account is Phase 2.

Where do I find my customer number? "My account" tab → at the bottom. Format: <TENANT_PREFIX>-<JAHR>-<NUMMER>, e.g. PT-2026-0042.

Can I switch my package myself? Additional packages you can book yourself in the "Packages" tab. Switching the base package currently happens via the provider admin (mail to support_email from the footer).

My contract says "canceled as of X": can I undo that? Not in the portal currently. Mail to the provider admin, who resets the cancellation in the admin backend.

What happens to my data after cancellation? 36 months retention period (for tax purposes). After that you can request deletion under GDPR Art. 17 (by mail), and the provider admin archives you anonymized in deleted_customers.

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