Updating Your Business Information in Qualy

Updating Your Business Information

This guide shows you how to update your business details, branding, and billing information within Qualy.

Accessing the Preferences Settings

To edit your business information, colors, and legal details, navigate to the Preferences settings page.

Updating Your Business Details

In the Business Details section, you can update the following:

• Your Colors: Customize your brand colors within Qualy.
• Your Website: Add a link to your website. This will be displayed in emails Qualy sends on your behalf.
• Your Social Networks: Include links to your social media profiles. These will also appear in Qualy-generated emails.

Tip: Keeping your website and social media information updated ensures consistent branding across all communications.

Updating Your Legal and Billing Information

This section is crucial for invoice generation. Qualy uses this information to create invoices for you and your Partnerships.

• Legal Name and Address: Ensure your legal business name and address are accurate.
• Tax ID: Provide your ABN (Australian Business Number) or the equivalent tax ID for your country.

Important: Accurate legal and billing information is essential for seamless financial processing.

Managing Your Payment Methods and Invoices

You can also manage your payment methods and view your Qualy invoices in this section. This shows you how much Qualy is charging you for your subscription.

Note: This section only displays invoices related to your Qualy subscription. Invoices related to your client payments are managed separately.

Making Changes

Any changes you make are applied immediately. New emails and invoices will use your updated logo, colors, and business information. You can access and modify this information at any time.