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Managing a Business

As part of managing a business, you can perform the following tasks:

Viewing Business Details​

To view a business, follow these steps:

  1. Navigate to Business > Manage Businesses. The following screen appears that lists all the businesses registered in the system.Manage Business
  2. To view the details associated with a business, click anywhere inside the business record you want to view. The following screen appears that shows the details of the business.Manage Business

Editing Business Details​

To edit business details:

  1. Navigate to Business > Manage Businesses. The following screen appears that lists all the businesses registered in the system.Manage Business
  2. Click anywhere inside the business record you want to edit. The following screen appears that lists the details of the business under the Info tab:Manage Business
  3. Click Edit. The following screen appears:Manage Business
  4. Click Save.

Managing Invoice Templates​

  1. Navigate to Business > Manage Businesses. The following screen appears that lists all the businesses registered in the system.Manage Business
  2. Click anywhere inside the business record you want to edit. The following screen appears that lists the details of the business under the Info tab:Manage Business
  3. Click on the Invoice tab. The following screen appears that shows the Regular and Corporate invoice templates under the respective sections:Manage Business
  4. To edit an invoice template, click on the pencil icon to make desired changes to the invoice template.