The General tab contains core company information used throughout SmoothPay and must be completed as a first port of call.
To make changes:
Go to the Settings screen.
Ensure the General tab is selected.
Click the Edit button (top left of the section).
Update the required fields.
Click Save to apply changes, or Cancel to discard changes.
Fields in the General Tab
Standard fields:
Employer
Postal address
Town
Country
Phone
Contact
Email
BCC
Industry
IRD# (may be named differently depending on jurisdiction)
Business#
Field names and formats may vary depending on country configuration.
Minimum Required Fields
As a general minimum, the following fields should always be completed:
Employer
Contact
Email
IRD# or equivalent jurisdiction tax identifier
Additional required fields may apply depending on country settings.