In Channable, managing your company settings allows you to update important information about your organization, billing, and compliance.
You can make changes to your company settings in [Your company] > Company settings.
The company settings page consists of these tabs: Address, Billing, Payment Methods, Legal & Compliance, and Agency Details.
Address
The Address tab allows you to update your company's contact details:
- Account Name: Enter the name of your company.
- Attention Of: Specify the person to whom attention should be directed.
- Telephone: Provide a contact phone number.
- Address: Fill in your company's address, including Address Line 2 (optional), City, and Postcode.
- Country: Select your country from the dropdown menu.
Billing
The Billing tab is where you manage your billing information:
- Channable plan: View and change your Channable plan.
- Payment method: Add or manage your payment methods.
- Company name: Enter your company's legal name.
- Invoice to email: Provide the email address where invoices should be sent.
- VAT number (Optional): Enter your VAT number.
- Purchase order number (Optional): Add a purchase order number.
- Invoice CC email (Optional): Provide an additional email address for invoice copies.
Payment methods
The Payment Methods tab is where you can add and manage your payment details. To add a payment method:
- Click on Add payment method and follow the prompts to enter your payment information.
For more information, refer to our invoicing FAQ.
Agency Details
The Agency details tab is for managing agency partnerships:
- Managing agency (Partner Code): Enter the partner code for your managing agency, if applicable.
Notification settings
In the Notifications settings tab is where you can manage the notifications that you receive regarding errors and orders.
Legal & Compliance
The Legal & Compliance tab contains copies of your company's legal documents, such as Terms & Conditions, Data Processing Amendments, and Privacy Policy. You can view the version and status of each document.