How to complete your business profile

Now that you have created your account, it is important to complete your profile and branding which will be displayed in your receipt, invoices and reports.

How do I complete my profile?

For new accounts created, 

1. Click on "Get Started" tab on the left sidebar
2. Click on "Complete business profile"
3. Click on "Upload business profile

Desktop

Mobile

For existing users or if "Get Started" is not displaying on your sidebar

1. Go to Settings >> Business Profile

On the Business profile page, update your business information:

1. Logo: Upload your company logo 
2. Business Name: Review or update your Company name. This is what will be displayed in all your business reports and Invoices.
3. Address: Enter your current office address. This is what will be displayed in all your business reports and Invoices. 
4. Country: Please select your major country of operation. Kindly note this will affect your default currency
5. Zipcode: Enter your zipcode
6. Phone Number: Enter your business contact phone number. Multiple numbers can be inputted with a comma "," as a separator. This will be displayed in all your business reports and Invoices. 
7. Email: Enter your company email address
8. Bio: Give a brief description of your company
9. Sector: Please select your business status
10. Type of business: Please select the most relevant type for your business. If none is relevant, you can reach out to us via chat or email to hello@simplebks.com to update the list.
11. Number of staff: This is auto-populated based on the number of users invited to Simplebks
12. Business size: Please provide your average annual turnover/sales
13. Save your changes and you're all set