Open Business → Details to review the name and contact information attached to your business. The profile is used by sales documents and, where configured, your online store.
Update business details
- Open Business → Details and choose Edit.
- Update the business information and contact details requested by the form.
- Save, then check the business profile and a recent document to confirm the changes.
Use Business → Payments to review payment methods available to the business. Use Business → Settings for the settings shown in your workspace.
Add a branch
- Open Business → Branches and choose Add branch.
- Enter a branch name and the location details requested by the form.
- Save the branch and review it in the branch list.
- Choose the correct branch when a sale or report asks for a location.
Branch access or limits can depend on your subscription and role. If the branch menu is not available, ask your business administrator to review the current plan and permissions.
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