Company Profile
Your company profile is where you provide the information that is displayed to your customers.
Edit your company profile
- In the Settings screen, click Company Profile.
- In the Company Profile screen, click Edit in the top-right of the screen.
- Set the Live Mode slider to off.
- Enter the company profile information.
- Click Save in the top-right of the screen.
- Set the Live Mode slider to on.
Company profile information
| Field | Required | Description |
|---|---|---|
| Company name | Y | This is how you refer to your plan. |
| Customer Portal Subdomain | Y | The address for your customer portal. |
| Accounting Email | Y | The address customers use to send accounting emails. |
| Website | N | The website for your business. |
| Industry | N | Your business industry. |
| Time Zone | N | The business timezone. |
| Currency | N | Your default currency. |
| Date Format | N | The default date format for your billing. |
| Logo | N | Your company logo, used in your customer portal and on documents. |
| Address Line City State Postal Code | Y | Your company address. |
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Updated over 1 year ago
