You can view and edit company account details under the Settings section of the Management Portal.

  1. Select Settings cog from the top menu bar.
  2. Choose Company Profile
  3. Company Details
  4. Once you have updated your Company information select Save.

Handy Hint: If you have created Invoices, Quotes, forms etc. and you would like them to have your newest company information reflected, you can simply re-save them and the new information you have just added will update for you.