Manage 'My Details'

Within 'My Details' change your contact details, company registration details, VAT information, bank details and payment terms. You can also add a logo to your quotes and invoices.

1. My Details

Click on the 'three bar' menu icon in the top yellow bar
Select 'MY DETAILS' from the menu

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Click on the 'CHANGE MY DETAILS' button

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3. Edit your details

Edit your details by selecting the relevant buttons.

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4. Your personal details

Change your name and click UPDATE.

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5. Edit your company name and business details

Edit the type of business you are e.g. plumber, designer, gardener.
Edit your company or trading name, your address, your telephone number and website.

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6. If you have a registered company e.g. Ltd, you can edit these details

Select if your company is registered or not, using the drop down menu.

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If you are registered enter your company registration number.
Select the region in which you are registered e.g. Scotland.
If your registered address is the same as your trading address click the small box.
If different enter your registered address.

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7. If your VAT status changes edit these details

If VAT registered select yes

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Enter your VAT registration number
Select whether you want your quotes to be inclusive or exclusive of VAT.

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8. Standard payment terms and sign off message

Edit your standard payment terms e.g. 30 days from date of invoice.
The terms will appear on all quotes and invoices.
They can be changed within a specific quote or invoice.
You can also add a standard sign off message for all your quotes and invoices. This can be overwritten within the actual quote or invoice.


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9. Upload your logo

If you want to add or change your logo on your quotes and invoices, upload it here.
Choose a file, must be a .jpg or .gif, and click upload.

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Now take a few minutes to review the other user guides to help you navigate around

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