Managing Business and VAT Data (Receipts)

Your company profile is the foundation for every invoice, receipt, and customer interaction. Whether you run a smartphone repair shop, an e-bike workshop, or a home appliance service center, accurate business data is essential for professional documentation. This module lets you centralize your branding, contact info, bank details, and tax settings in one place.

Accessing profile settings

Step-by-step guide: Company Profile Settings #

1. From the Dashboard, click your profile dropdown in the top-right corner to open the menu.
2. Select ‘Company Settings’ to view your current profile details.
3. Click the upload icon on the company logo placeholder to add or update your business branding.
4. Select ‘Edit’ next to the ‘Opening Hours’ section to update your operational schedule.
5. Enter or modify your business hours; click ‘Save’ to apply these times to your receipts and Customer Tracking portal.
6. Navigate to the ‘Company Details’ tab and click ‘Edit’ to update your name, address, or region.
7. Save your changes to keep your profile information current.
8. Switch to the ‘Contact Details’ tab and click ‘Edit’ to update your phone, email, or website details.
9. Click ‘Save’ to commit your updated contact information.
10. Switch to the ‘Bank Details’ tab and select ‘Edit’ to update your account information, including IBAN and BIC.
11. Save the entered bank details to keep your financial records accurate.
12. Open the ‘Legal & VAT’ tab and click ‘Edit’ to modify your tax-related settings, such as your default VAT rate and label.
13. Click ‘Save’ to store these tax settings; they will now be applied as the default to new invoices.