Business Profile

This section defines your business information on Financio platform as well as the info that will appear on your invoice and other transactions.

Update Business Profile

1. Click on Control Panel on the left

   

2. Select Business Profile

   

3. Update the business info

   

   1. Name *
   2. Reg No.
   3. GST No.
      Note: This will appear on your tax invoice if provided (if you have GST activated).
   4. Email Address
      Note: The email address usually for general enquiries.
   5. Phone No.
      Note: The general line for your business.
   6. Website URL
4. Update business logo

   

   1. Click on or drop file on the image holder to upload an image.
5. To add a contact person
   
   1. Click on + button beside Contact Persons
   2. Choose a contact person from the user list
6. To add an address
   
   1. Click on + button beside Addresses.
   2. Fill in the details. 
   • Street *(Supports multiple lines)
   • City
   • Postal Code *
   • State
   • Country *

• Click on Save