Step 1: Access Profile Settings
Navigate to the bottom left corner of the Luminous dashboard.
Click on your name.
Select System Settings.
Open the tab labeled My Profile Settings.
Step 2: Update Key Information
Add Your Company Name:
Enter your company name.
This name will appear on all invoices and purchase orders.
Enter Your Company Address:
Include your company’s physical address, as it will also appear on invoices and POs.
Fill Out Other Relevant Fields:
Billing Address: Used for record-keeping purposes.
Return Address: Useful for returns and storage logistics.
Step 3: Add a Logo
Upload your company logo.
The logo will appear on invoices and purchase orders, adding a professional touch.
Step 4: Save Your Changes
After entering your details, click Save Settings.
Your profile settings are now updated, and the changes will be reflected on your documents.
Key Fields to Prioritize
While you can fill out additional fields, ensure these are completed for optimal functionality:
Company Name
Company Address
Logo
By keeping your profile settings up to date, you ensure that all documents generated through Luminous look professional and include accurate information.