My Business Module

Created by CostMiner Admin
Last updated Mar 17, 2021

In the My Business Module you can edit your business details, manage the business space users and access the billing information.

 

Contents

Business Details

  1. To edit the business details, click 'Edit' in the 'Business Details' section of the main screen of the My Business Module.

     

  2. Enter the updated business details and click 'Save'.


    and

     

Business Space Settings

  1. To edit the business space settings, click 'Edit' in the 'Settings' section of the main screen of the My Business Module.

     

  2. To show a logo in the letterhead of bills and invoices, click 'Browse' and select the image. To remove the logo, click 'Delete'.

    To include the sales tax in invoices and quotes, enter its name and rate.

     

  3. Change the currency format, if required.

     

  4. Click 'Save' to apply the changes.