My Details

To access the My Details page, click on your company logo in the top right corner of Invoxy, then click on your name.

This will bring up My Details where you can change your Login Username, Login Email, Password or connect your account to Google.

Make sure to save any changes before you exit.

Personal Details

If you're signed into Invoxy as a Resource, you'll also be able to access the Personal tab under the My Details area.

This page allows you to manage your own personal details. Any fields you update will be highlighted with an orange dot. 

Once you click Save your changes will be submitted for approval by an Administrator. For more details on approving changes submitted by Resources, see this article. 

Tax Details

If your company is based in Australia or New Zealand you'll also be able to access the Tax tab under the My Details area if you're a Resource.

This page allows you to manage your tax details. Any fields you update will be highlighted with an orange dot. Once you click Save your changes will be submitted for approval by an Administrator.

New Zealand

Australia