# Setting up your account

{% embed url="<https://youtu.be/TWhiwv2tE7M>" %}

<details>

<summary>Step 1: Navigate to "Settings" page</summary>

<figure><img src="/files/J9O79mu4DVefri3eDlDp" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Step 2: Update your profile</summary>

<figure><img src="/files/cFRWmBFPd8yAtAWSUCgy" alt=""><figcaption></figcaption></figure>

🔹 **Preferred Name** *(Required)*

The selected name will appear as nickname on your home screen

🔹 **Profile Icon** *(Required)*

The selected icon will appear on your home screen

<figure><img src="/files/gjfxT5iZTgBOTxqXjiVE" alt=""><figcaption></figcaption></figure>

🔹 **Company Name** *(Required)*

The official registered name of your business (e.g. CSV Ventures Sdn Bhd)

🔹 **Contact No.** *(Required)*

The main contact number for your business, preferably with country code (e.g. 60149033566).

🔹 **Email Address** *(Required)*

A valid email address for business correspondence and notifications.

🔹 **Business Address** *(Required)*

The registered address of your business.

🔹 **Company Registration No.** *(Required)*

Your business registration number as issued by SSM or relevant authority (e.g. Sdn Bhd, Enterprise, LLP).

🔹 **Company Website** *(Required)*

The official website URL of your company for reference or public view.

🔹 **Company Setup** *(Required)*

Your legal business structure, such as Sole Proprietorship, Sdn Bhd, or LLP.

🔹 **Industry** *(Required)*

The industry your business operates in (e.g. Professional Services, Retail, F\&B)

🔹 **Business Type** *(Required)*

The nature of your business operations, such as Products, Services, or Both.

</details>

<details>

<summary>Step 3: Update your branding</summary>

<figure><img src="/files/wJo7DLhVJCLGXN9u1XjG" alt=""><figcaption></figcaption></figure>

🔹 **Appearance** *(Required)*

Select a template of your choice, this will apply to all your Quotation & Invoice layout.

🔹 **Company Logo** *(Required)*

Upload your company logo, this will appear in Quotation, Invoice & Sales Receipt.

🔹 **Brand Color** *(Required)*

Select your brand color, this will appear in Quotation, Invoice & Sales Receipt.

</details>

<details>

<summary>Step 4: Update your payment</summary>

<figure><img src="/files/Bhyr9BIaXZl1c3iHZdqL" alt=""><figcaption></figcaption></figure>

🔹 **Bank Name** *(Required)*

Select your company's bank (e.g. Maybank, CIMB, Public Bank).

🔹 **Account Holder's Name** *(Required)*

The exact name registered with the bank for this account.

🔹 **Bank Account Number** *(Required)*

Your full bank account number used for receiving payments and transfers.

<figure><img src="/files/TG9qhzHjiYvdDXRWdk4a" alt=""><figcaption></figcaption></figure>

🔹 **Duitnow QR Code** *(Required)*

Upload your business's DuitNow QR code to allow customers to make payments directly by scanning the QR on your invoice.

</details>

<details>

<summary>Step 5: Update your sales</summary>

<figure><img src="/files/IK5jcbT7aNDxwzLTOf6w" alt=""><figcaption></figcaption></figure>

🔹 **Invoice Notes**\
Set a default message that will appear on every invoice you generate. This saves time and ensures consistency (e.g. “Thank you for the business”).

🔹 **Quotation Notes**\
Set a default message to include on all quotations. This message will be pre-filled each time you create a new quotation (e.g. “This quote is valid for 14 days”).

</details>


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