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This section defines your business information on Financio platform as well as the info that will appear on your invoice and other transactions.
- Click on Control Panel on the left
- Select Business Profile
- Update the business info
- Name *
- Reg No.
- GST No.
Note: This will appear on your tax invoice if provided (if you have GST activated).
- Email Address
Note: The email address usually for general enquiries.
- Phone No.
Note: The general line for your business.
- Website URL
- Update business logo
- Click on or drop file on the image holder to upload an image.
- To add a contact person
- Click on + button beside Contact Persons
- Choose a contact person from the user list
- To add an address
- Click on + button beside Addresses.
- Fill in the details.
- Street *(Supports multiple lines)
- Postal Code *
- Country *
- Click on Save