How to update Gespet if you change your business legal form or ownership
How to update Gespet if you transfer your Gespet account to another owner when transferring a business
If you want to transfer your account to another person or business, meaning that you want to change the account holder, the account must be active for this to be possible.
If the account is active, follow these simple steps to make the necessary changes.
Sign in to your account with your username and password to make the different changes:
So that future renewals can be paid by the new account holder. After signing in, on the first screen, click the Monthly/annual button to change the payment details for future renewals or purchases.
If the subscription is currently monthly and the new owner prefers annual billing, click the Save and pay annually button on the same screen. You can make a single annual payment and receive an attractive discount on the price.
These are the details shown in the automatic reminders you send, the invoices you issue and so on. In other words, they are the details your customers see.
Go to Settings > Business details to update the information.
We recommend reviewing all the Settings options, where you can configure invoice numbering, online bookings and much more.
Two email addresses are configured in your Gespet account: the primary and the secondary address. These are the addresses you entered when creating your account.
The primary email is used to create the Administrator user, access the software and receive important communications. The secondary email is used as a recovery method if you lose access to the primary address.
You can change both email addresses and the login password in Settings > Change password. Use the Change email button to update the email addresses.
If you have the Security and user access control module, go to User management and select the user you want to update.
When you create an account, we only ask for two email addresses (primary and secondary), the business name and the contact person's name.
To have us update them, simply email us from the primary email address associated with your account (the Administrator user) and tell us the new details.
To update your billing details, click this link and enter your new billing information. The next invoices we issue will contain these details. Remember that the email field must contain the primary email address associated with your account.
Gespet recommendations:
We recommend consulting your advisor about Data Protection because, depending on the regulations and laws in your country, transferring customer data that you collected to another person may require specific actions.
As you know, non-compliance can have significant legal and financial consequences. Ask your advisor whether this applies to your situation and what the correct legal procedure is.
If you are changing your business legal form or ownership, you can update the details currently stored in your account or create a new account for the new entity.
Option 1. Most users choose to create a new account and keep both accounts for a while.
 Your existing account |
 The new account |
While keeping account 1 and having a new account (account 2):
If the change will take place, for example, on 10 April, you can configure account 2 to operate with the new details from 10 April and continue invoicing and operating with account 1 until the last day.
If the tax rate changes, you can start configuring products and services with the new prices and tax rates in account 2.
If contracts, legal documents, employees, suppliers or other details change, you can work on them in account 2 while preparing it and continue working with account 1 until you start operating with account 2.
You have full access to previous records (sales, expenses, invoices and so on) in account 1 for filing final tax payments, possible audits and other purposes.
If you want to create a new account, simply go to the Pricing section of our website to purchase the new account. It is activated immediately.
You will have both accounts available so that you can work with them. In the new account you can configure the new business details, invoice numbering and so on.
Option 2. If you do not want to purchase a new account, you can update the details in your current account.
The changes take effect immediately. In other words, if you update the billing details and issue an invoice, it will already contain the new billing details.
It is very simple; just follow these steps:
The business details and billing details for the invoices you issue. Go to Settings > Business details to update them.
If you need to change the general tax rate, you can do so under Settings > Language/currency. New services you configure will use the new tax rate.
For services that were previously configured with the old tax rate, you can delete or deactivate them if you no longer use them.
For products, if you need to make a quick adjustment to multiple products, go to Store > View > Products > Price adjustment.
If you need to change invoice numbering, go to Settings > Basic > Invoice numbering.
We recommend reviewing the remaining Settings options and making any other changes you need.
After signing in, on the first screen, click the Monthly/annual button to update the payment details for future renewals or purchases.
If the subscription is currently monthly and you want to switch to annual billing, click the Save and pay annually button on the same screen. You can make a single annual payment and receive an attractive discount.
Two email addresses are configured in your Gespet account: the primary and the secondary address. These are the addresses you entered when creating your account.
The primary email is used to create the Administrator user, access the software and receive important communications. The secondary email is used as a recovery method if you lose access to the primary address.
You can change both email addresses and the login password under Settings > Change password. Use the Change email button to update the email addresses.
If you have the Security and user access control module, go to User management and select the user you want to update.
When you create an account, we only ask for two email addresses (primary and secondary), the business name and the contact person's name.
To have us update them, simply email us from the primary email address associated with your account (the Administrator user) and tell us the new details.
To update your billing details, click this link and enter your new billing information. The next invoices we issue will contain these details. Remember that the email field must contain the primary email address associated with your account.
Gespet recommendations:
We recommend consulting your advisor about Data Protection because, depending on the regulations and laws in your country, transferring customer data that you collected to another person may require specific actions.
As you know, non-compliance can have significant legal and financial consequences. Ask your advisor whether this applies to your situation and what the correct legal procedure is.
