Where do I create a Company Profile?

Set your company's profile under Settings. Updates need to be done by Fintech Client Services.

In Settings > Company Profile, information such as the company address, phone number, and vendor website are entered. The information is collected during initial set up of the portal. Updating this information will not affect the currently processing invoices.

⚠️ Once created, this information cannot be edited by clients at this time. If information about your company changes, contact Client Services to update this page.