CUSTOMERS
Profile

My Profile

8min

Here are the video tutorials for the above customization

Video tutorial for My Profile changes:



Video tutorial for entering the VAT ID & TAX ID:



Video tutorial for changing password:



Manage your company's information

  • By clicking on the company's logo at the top right corner of the page, you can edit your Profile from the drop down as shown below.
  • My Profile section allows you to keep ​track of all your company's info. You can manage an account & all its information in a single place. Also, you can manage passwords at any time in this section.

Here is an example:

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  • Enter all your required information like Company Name, Company E-mail, Username, Currency, Phone, Website URL, Address, City and Country.
  • By clicking on the top left corner you can upload your company's logo.
  • The VAT ID and Tax ID entered here will be shown on your invoice. If you didn't enter the VAT ID and Tax ID in my profile page, it won't be displayed on your invoice.

Here is an example:

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Manage your password

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  • In the above screen, You can update your password in the respective section.
  • Enter your new password and repeat that password again.
  • Once your changes are done. Click on Save button.

NOTE : Your password should be minimum 8 characters.



Updated 26 Aug 2024
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