The Business Information page allows you to manage your firm's identity and customize the messaging your clients see during the payment process.
How to Access
Click your Name in the top right corner of the dashboard.
Select Settings from the dropdown menu.
Editable Information
On this page, you can view and update the following core business details:
Business Name: The name displayed on receipts and statements.
Physical Address: Your primary business location.
Phone Number: The contact number for billing inquiries.
User Settings: Manage individual staff access and profile details.
Quick Bill Disclaimer
At the bottom of the page, you will find the Disclaimer field.
Note: The text entered here is visible to your clients in the Quick Bill portal. Use this space for important payment terms, refund policies, or legal disclosures that clients should see before submitting a payment.
Saving Changes
After making any updates to your information or disclaimer, scroll to the bottom of the page and click Save to apply the changes immediately.