Edit/Show Page

Business Accounts Edit Page Explanation

When you click "Edit" you will see a page with details about the Business Account and a further section below with related information.

Business Account

Here you can edit the business account information (for example the name or company details).

For Business Accounts created without a Companies House number you should "Verify" the Business Account manually by toggling the Verified field here.

Notes:

• We only get Companies House information at the time the Business Account is created, so information is correct at the "Created At" time on the Business Accounts List.

• The Terms field is for invoicing purposes, and is related to the number of days you are giving a Business Account to pay an invoice. By default nothing needs to be entered here if you want invoices to be due immediately.

• The Xero ID should automatically be updated by Xero when the account is created in Xero. This is automatic.

• Listing Count is automatically updated by the system and is shown for information only purposes here.

• Always click "Save Changes" to record any changes.

Listings (Related Information)

The Listings tab at the bottom of this screen will show all related Listings for this Business Account. The Red arrow highlights the Tabs, which allows you to see more related items for this Business Account.

You can click on the "View" button to go to the Listing. This will open a new tab in your browser and here you can "Verify" and "Make Live" Listings.

Plans (Related Information)

The Plans tab shows what Listing Plans the Business Account has signed up for. This will detail each Listing (if Live) that has a Plan attached.

It shows other useful information such as the the Plan name, purchase date, actual price paid, standard price, one off price and yearly price.

Business Users (Related Information)

The Business Users tab shows all Users related to this Business Account and their last login time.