Business profile & currency
Update your identity, contact details, logo, footer note, and base currency.
FIND IT IN YESRISettings → Business Profile / Currency Format
Update the business profile
- 1
Choose the correct business.
Confirm the active profile before editing. These details belong to that business.
- 2
Open Settings → Business Profile.
Review Business Name, Owner Name, Business Type, Country, and Currency.
- 3
Update contact details and logo.
Edit Email, Phone, and Address. Tap the logo to choose an image when needed.
- 4
Set the invoice footer.
Use Invoice Footer Note for a brief thank-you or payment instruction suitable for customers.
- 5
Tap Save.
Check the profile update message. Generate a PDF afterward to review the details your customers will see.
Set the base currency
- 1
Open Currency Format.
Go to Settings → Currency Format.
- 2
Choose Base Currency.
Select the currency in which you keep this business’s books, such as PKR.
- 3
Save and check.
Review the dashboard and a new document to confirm the displayed currency.