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Help Docs Nexcess Portal Nexcess Account Management Edit Nexcess Account Details

Edit Nexcess Account Details

Manage your Nexcess account. Learn to update your profile, change your support PIN, modify billing addresses, and view invoices in the Client Portal.
Client Portal Data Migration Nexcess
2 min read

Introduction

The Nexcess Client Portal holds an abundant information to help you manage your account. Here, we’ll simplify accessing and modifying your basic account information. There are several ways to access your account details within the Nexcess Client Portal. These broken up by area of the user interface:

  1. My Profile area
  2. Account Settings area
  3. Addresses area
  4. Billing area

1. My Profile area

From the main dashboard, go to the top right corner dropdown menu and click on My Profile:

From the main dashboard, go to the top right corner dropdown menu and click on My Profile.

 

This page allows you to set some basic information for your account, such as first name, last name, and address:

This page allows you to set some basic information for your account, such as first name, last name, and address.

2. Account Settings area

To access even more of your account’s details, go to the top right corner again. Then, in the dropdown menu, click Account Settings:

To access even more of your account’s details, go to the top right corner again. Then, in the dropdown menu, click Account Settings.

 

On this page, you can change the title of your account. You can also change your call-in PIN, which you’ll be asked for each time you call the Nexcess Support Team:

On this page, you can change the title of your account. You can also change your call-in PIN, which you’ll be asked for each time you call the Nexcess Support Team.

3. Addresses area

To change the addresses associated with your account, use the dropdown menu in the top right corner of the dashboard. Then, click on Addresses:

To change the addresses associated with your account, use the dropdown menu in the top right corner of the dashboard. Then, click on Addresses.

 

You can modify your physical address — which will be listed on all the invoices issued after services have been provided:

You can modify your physical address — which will be listed on all the invoices issued after services have been provided.

4. Billing area

From the main Nexcess Client Portal page, you’ll be able to access the Billing section:

From the main Nexcess Client Portal page, you’ll be able to access the Billing section.

 

Within the Billing section, click on the Invoice tab. You can view all the invoices issued for services performed with your account:

Within the Billing section, click on the Invoice tab. You can view all the invoices issued for services performed with your account.

 

You’ll see a Payment Info section in the sidebar on the left. Click the corresponding option, and you can modify the payment methods and tax exemptions for your Nexcess hosting account:

You’ll see a Payment Info section in the sidebar on the left. Click there, and you can modify the payment methods and tax exemptions for your Nexcess hosting account.
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