Updating Your Agency Information in ABOSS
Maintain a Professional Image with Accurate Agency Details
As an agency owner, keeping your agency information up to date is essential for presenting a professional image and ensuring the accuracy of your invoicing and contracts. Follow these steps to easily update your agency information in ABOSS.
Table of Contents
Navigate to Agency Information
Update Contact and Financial Details
Upload Your Agency Logo
Pro Tip: Ensure Complete and Accurate Information
1. Navigate to Agency Information
Start by clicking on the "Office" tab in the left-hand menu.
Once inside, select "Agency Information".
2. Update Contact and Financial Details
On the Agency Information page, you'll find a form where you can enter or update your agency’s contact and financial details. Be sure to fill in all the fields accurately to avoid any errors on your invoices or contracts. This includes:
Agency Name
Address
Phone Number
Email Address
Completing these fields ensures your clients receive clear and professional documents.
3. Upload Your Agency Logo
To further enhance the professionalism of your agency’s documents, upload your agency’s logo. Click the blue arrow or drag and drop the logo file onto the arrow. Your logo will be available for automatic inclusion on your invoices and contracts.
4. Pro Tip: Ensure Complete and Accurate Information
To maintain a professional image, make sure all your agency information is entered completely and accurately. This will ensure that your invoices and contracts are not only correct but also present your agency in the best possible light.=