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Add my business information to MBOS

Chapter 6.1 Verified · Installation & Setup Stores the primary business identity and contact defaults used throughout MBOS and on invoice templates. Navigate: MBOS → General Settings → Business Profile Figure 6.1 · Screenshot captured from the verified demonstration installation. Sample business information is illustrative. What does this control? Stores the primary business identity and…

Chapter 6.1

Verified · Installation & Setup

Stores the primary business identity and contact defaults used throughout MBOS and on invoice templates.

Navigate: MBOS → General Settings → Business Profile

Screenshot for How do I add my business information to MBOS?
Figure 6.1 · Screenshot captured from the verified demonstration installation. Sample business information is illustrative.

What does this control?

Stores the primary business identity and contact defaults used throughout MBOS and on invoice templates.

How do I configure it?

  1. Enter Business Name.
  2. Enter Business Email.
  3. Enter Business Phone.
  4. Review the Currency Symbol and Primary Brand Color.
  5. Click Save Changes.

Why is this useful?

Accurate details ensure customer-facing documents identify the correct business.

How do I verify it?

  • Confirm the Business Snapshot matches the entered values.
  • Preview an invoice later and verify the business information.

Still need help?

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