🔍 Adjust company and personal settings

Jun 24, 2025

3MINS

Author of this article: Seb Haugeto, founder & CEO, Dealflow

This is a good place to start if you're new here. Let’s begin.

How can I adjust my company or personal settings?

For sure! Let me show you how this works.

  1. Click your company name in the top left corner of the webapp.

  2. Click the settings icon on the popup. This will reveal the company settings page.

  3. Select the settings category you want to adjust. Here's what you can adjust and discover in the company settings page:

    1. Your company information

    2. Your credit score

    3. Your invoice design, look and information

    4. Your team setup and team invitations

    5. Your transaction history for all accounts receivables and accounts payables

    6. Your accounting integration

    7. Your withdrawal accounts and payout automations

    8. And much more

  4. If you want to adjust your personal settings, repeat the process by clicking your personal name in the bottom left.

That’s it! Make sure to skip to 26 minutes and 49 seconds to see a complete walkthrough of this.

You're welcome :)


Cheers, Seb

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