⚙️ How to Access Business Settings
Click your name in the top right corner of the dashboard.
Click Settings from the dropdown menu to open the business information page.
📝 Manageable Fields
On this page, you can view and update the following information:
Business Name: Your firm's official name as it appears on receipts.
Address & Phone Number: Your primary business contact details.
User Settings: Quick access to individual user profile management.
🖋 The Quick Bill Disclaimer
At the bottom of the page, you will find the Disclaimer field.
Client Impact: The text entered here is displayed directly in the Quick Bill portal. Your clients will see this notice whenever they attempt to make a payment via a Quick Bill link.
✅ Saving Your Changes
Changes are not applied automatically. After editing any information, ensure you scroll to the bottom and click the Save button to update your records.