Keeping your company details accurate in FiveX ensures smooth operations and correct information on your invoices. Here's how to update it:
Step 1: Update Information in the Account Section
Go to Settings.
Click on the Account tab.
Make the necessary changes to your company information.
Click Save to confirm your updates.
Step 2: Update Company Data in Integrations
Still under Settings, go to the Integrations section.
Choose an "Integration"
Select Company Data.
Update your company address or related details.
Click Save.
Note: The address saved here will also appear on your invoices, so ensure it’s accurate.