Keeping your account details accurate ensures your business information, contact settings, and preferences remain up to date.
Within the Account section, you can manage your company name, address details, language preferences and other essential information linked to your subscription.
This area acts as the central hub for maintaining your business profile inside the platform.
Why It Matters
Accurate account details ensure:
- Your invoices contain correct business information
- Your communications reflect the right business name
- Team members can identify the correct account
- You remain compliant with financial and legal requirements
Incorrect details can cause billing confusion, reporting errors, or administrative delays.
How to Manage Your Account Details
Accessing Account Settings
- Navigate to Settings
- Select Account
- Review your business information fields
Updating Business Information
You can edit:
- Business name
- Address lines
- City and postcode
- Country
- Language preference
Once changes are made, click Save to apply them.
Best Practices
- Keep your legal business name consistent with your invoice records
- Review your details quarterly to ensure accuracy
- Ensure your address matches your VAT or company registration
- Assign one responsible team member to manage account settings
Common Mistakes
- Forgetting to click Save after making changes
- Entering informal or abbreviated business names
- Leaving outdated address details after relocating
- Assuming billing details update automatically when account details change