Managing Your Account

Account Settings

Manage your Invoify account from the Settings page in the dashboard.

Personal Information

Under Settings > Personal, you can update:

• First name and last name
• Phone number
• Language preference
• Timezone

Note: Your email address is linked to your account and cannot be changed from this section. Contact support if you need to update it.

Business Information

Under Settings > Billing Info, configure your business details that appear on invoices:

• Entity type: Individual, Company, or Other
• Business name (or your full name if sole trader)
• Registered address
• Phone number
• Tax ID (UTR or Company Number)
• VAT number (if VAT-registered)
• Email address for invoice correspondence

These details auto-fill the Bill From section on every new invoice.

Security

Under Settings > Security:

• Change password: Enter current password and set a new one
• Connected accounts: Manage linked social login providers (Google)
• Active sessions: View and revoke login sessions

Template & Branding

Under Settings > Template & Branding:

• Select your default invoice template
• Upload or configure your logo
• Set default accent colours
• These defaults apply to all new invoices

Subscription

Under Settings > Subscription:

• View your current plan (Free or Pro)
• See usage limits and current usage
• Upgrade to Pro or change billing period
• Cancel subscription (end-of-period grace)