EstateKeeper Help

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Your business details, logo and banking details ​

When you need this ​

  • You are setting up the app, and want your invoices, receipts and statements to carry the right name, address, phone, email and registration numbers.
  • You moved, changed your phone number or email, or got a VAT number.
  • You want your logo on your documents, or a new logo.
  • You want your bank details at the bottom of your invoices, so people know where to pay.

The screens call your business by your kind of business: a school sees School, a clinic or lab Practice, an estate Community, and a shop Business. This page says business.

Steps ​

Change your name, address and contact details ​

  1. In the menu, open Settings. Under Business, press the first tile, named after your kind of business: School Information, Practice Information, Community Information or Business Information.
  2. The page opens on the General Information tab. Fill in or correct:
    • Name: your business's name, as it should appear on your documents.
    • Email and Phone: how people contact you.
    • Registration No.: your company registration number, if you have one.
    • Vat Number: your VAT number, if you are VAT registered.
    • Address: your physical address. Press Enter to start a new line.
  3. Press Save Changes.
  1. On the same page, open the Logo tab.
  2. Under Logo, choose the picture file of your logo. It shows on the page so you can check it.
  3. Press Save Changes.

To print the logo at the top of thermal (till) receipts too, open Settings, then Preferences, and turn on Print your logo at the top of thermal receipts. Then press Update Preferences.

  1. On the Logo tab, press Remove Logo under the picture. The logo is removed straight away.

Put your bank details on your invoices ​

  1. On the same page, open the Banking Details tab. The page says These are the banking details that will appear at the bottom of the invoice.
  2. Type your bank details in Primary Banking Details:, as they should read on the invoice: for example the bank, branch, account name and account number. Press Enter to start a new line.
  3. If you have a second or third account, type them in Secondary Banking Details: and Tertiary Banking Details:. Leave a box empty if you don't need it.
  4. Press Save Changes.

What you should see ​

  • After Save Changes on General Information, a Success message shows.
  • After Save Changes on Logo or Banking Details, a Done message shows Successfully saved.
  • The next invoice you make or download shows the new Banking Details.
  • With Print your logo at the top of thermal receipts on, the next till receipt prints the new logo.

If something goes wrong ​

  • The fields are greyed out and Save Changes can't be pressed, with "You do not have access to this feature": your role can't change the business's details. Ask the owner.
  • The page says "Your license has expired": the business's licence has run out, so its details can't be shown. Ask the owner, or press Need help? (the headset button at the bottom right) and ask support.
  • An invoice still shows the old details: an invoice you downloaded before the change still shows the old details. Download it again.
  • The logo doesn't show on a thermal receipt: check Print your logo at the top of thermal receipts is turned on in Preferences. A cashier sees the change the next time they sign in to the till.