Manage Business Details & Configurations

How Do I Update Business Profile Details and Billing Addresses in Kickcall?

Update a Kickcall business’s name, contact details, logo, website, time zone and billing address, and understand how changes affect future records

Written By Maruf Ansari

Last updated 9 days ago

Business General Information Overview

Business General Information allows Agency users to view and manage a Business's profile and account details. You can review and update the Business name, industry, primary contact, business number, website, logo, and billing address. These details are used across connected modules for functions such as caller ID, invoicing, and notifications. Keeping this information accurate ensures the correct Business details are displayed and used throughout the platform.

Important notes

Billing Address changes affect future invoices only. Existing invoices retain the address used when they were generated. Historical events keep their original timestamps; newly generated reports and schedules use the updated time zone.
The proposed logo size is 350 × 180 px, with a maximum file size of 2.5 MB. Larger images are downscaled and may appear less crisp.

Before you start

Open the Business using Edit in All Businesses and confirm its Business Code.
Have the current legal name, contact details, time zone and billing address ready.

Update business profile information

Open the correct business in the Agency Portal. Open the business profile or General Information area.

Manage the business's general information

Update only the fields that need correction, such as Friendly Business Name, Legal Business Name, Industry, Primary Contact Person, Primary Contact E-mail, Business Number, Business Website, or Business Logo.

If updating the time zone, confirm the business’s intended local time zone before saving; future reports and schedules may use it.

Save using the current control and review the displayed values.

Update billing address

Open the business’s billing-address fields.

Manage the business's billing information

Enter the approved Street Address, City, Postal/Zip Code, Country, and State/Prov/Region values as applicable. Review the complete address that will appear on future invoices.

Save using the current control and confirm the address shown on the profile.

Do not expect already-generated invoices to change, they retain the address recorded at generation time.

Configuration reference

Field or Option	Purpose	Example or Limitation
Business Logo	Image used in the Business Portal and external touchpoints.	Proposed 350 × 180 px; maximum 2.5 MB.
Friendly Business Name	Display name in dashboards, lists and conversations.	Use the day-to-day Business name.
Legal Business Name	Registered name used on invoices and contracts.	May differ from the display name.
Industry	Industry selection and related module defaults.	Beauty and Wellness, Healthcare or Home Services are examples.
Primary Contact Person	Main Business contact.	Use the current contact.
Primary Contact E-mail	System notifications, billing alerts and account communications.	Verify the recipient address.
Business Number	Primary Business phone number.	Includes the country flag.
Business Website	Public website URL.	Use the Business website.
Time Zone	Schedules, reports and displayed timestamps.	Historical events keep original timestamps.
Street Address; City; Postal / Zip Code; Country; State / Prov / Region	Full legal billing address printed on invoices and used in tax calculation.	Changes apply only to future invoices.

Expected result

The Business profile shows its current identifying and contact information. Future invoices use the updated billing address.

Verify the result

Reopen General Information and Billing Address to compare the stored values with the intended changes.
Check Friendly Business Name and Legal Business Name separately.
Review a relevant schedule or newly generated report after a time-zone change.
Review the next generated invoice’s address; do not expect older invoices to change.

Troubleshooting

Problem or Symptom	Likely Cause	Solution
An old invoice still shows the previous address.	Generated invoices retain their original address.	Check a future invoice instead.
The logo looks blurry.	The image may have been downscaled.	Use the proposed 350 × 180 px dimensions and keep the file within 2.5 MB.
A contact or schedule looks wrong.	The email or time zone may be incorrect.	Review the profile values, correct them and verify the relevant communication or schedule.

Frequently Asked Questions

What's the difference between Friendly Business Name and Legal Business Name?

The Friendly Name is what's shown in the UI and to your team. The Legal Name is what appears on invoices and any legal/financial document.

Can the business edit its own General Information?

Yes, if their role grants access to Business Profile. The Agency can also edit on their behalf at any time from the Agency Portal.

Will changing the Time Zone shift historical reports?

No. Historical events keep their original timestamps; only newly generated reports and schedules will use the updated time zone.

Why is the Business Logo size restricted to 350×180 px?

That's the rendered size across the Business Portal and customer touchpoints. Larger images get downscaled and may look blurry; sticking to the proposed size keeps the logo crisp.

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