Business Details Setup

Business Details Setup

 
๐Ÿ›  Business Details Setup

 
1๏ธโƒฃ Open the Setup Section

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    ๐Ÿ“‚ Go to the Get Started tab.

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    โž• Click the Add Information button on the Business Info card.


 
2๏ธโƒฃ Fill Out the 3-Step Form

Step 1 – ๐Ÿ“„ General Profile Details

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    ๐Ÿข Enter your company’s legal business details.

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    ๐ŸŒ Select your country → the currency in Finance will update automatically based on your selection.

Step 2 – ๐Ÿ“ Business Physical Address

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    ๐Ÿ  Provide your company’s physical address.

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    ๐Ÿงพ Note: This address will appear on all invoices.

Step 3 – ๐Ÿ‘ค Authorized Contact Person

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    โœ๏ธ Enter details of your authorized contact person.

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    ๐Ÿ“ง Note: This information will be shown on all email receipts sent to customers.


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