How to Update Your Profile Settings in Luminous

This guide walks you through updating your profile settings in Luminous, including adding your company logo, name, and address to enhance the professionalism of your invoices and purchase orders.

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Step 1: Access Profile Settings

1. Navigate to the bottom left corner of the Luminous dashboard.
2. Click on your name.
3. Select System Settings.
4. Open the tab labeled My Profile Settings.

Step 2: Update Key Information

1. Add Your Company Name:
   • Enter your company name.
   • This name will appear on all invoices and purchase orders.
2. Enter Your Company Address:
   • Include your company’s physical address, as it will also appear on invoices and POs.
3. Fill Out Other Relevant Fields:
   • Billing Address: Mostly used for record-keeping.
   • Return Address: Also mostly used for record-keeping.
   • Website: Add your company website.

Step 3: Add a Logo

1. Upload your company logo.
   
   • The logo will appear on invoices and purchase orders, adding a professional touch.

Step 4: Save Your Changes

1. After entering your details, click Save Settings.
2. Your profile settings are now updated, and the changes will be reflected on your documents.

Key Fields to Prioritize

While you can fill out additional fields, ensure these are completed for optimal functionality:

• Company Name
• Company Address
• Website
• Logo

Key Takeaways

• Profile settings live in System Settings > My Profile Settings, opened from your name in the bottom-left corner.
• Your company name, company address and logo appear on the invoices and purchase orders you send.
• Billing and return addresses are mostly for your records.
• Click Save Settings when you're done, and future documents will use the updated details.

Why Your Profile Settings Matter

Your invoices and POs are often the first documents a customer or supplier sees from you. A clear logo, the correct company name and an accurate address make them look professional and help them get processed faster. Suppliers know exactly who placed the order and where to send paperwork, and customers can match an invoice to your brand without any confusion.

It also saves time later. When these details are set once in Luminous, every invoice and PO picks them up automatically, so nobody has to fix them by hand on each document.

Example: Before and After

Before: a new brand starts sending POs without filling in profile settings. The supplier receives a PDF with no logo and no company address, has to email back to confirm who the order is from and where to send the invoice, and the first shipment is delayed by a day.

After: the team adds the company name, address, website and logo in My Profile Settings and saves. Every PO and invoice exported from then on carries the brand's logo and contact details at the top, so suppliers and customers can process them right away.

Tips for Your Logo

• Use a high-resolution file so the logo stays sharp when invoices and POs are printed or exported to PDF.
• Choose a version that works on white, since most documents have a white background.
• Keep it simple. A horizontal logo or wordmark usually fits document headers better than a tall or detailed version.
• Check a sample. After saving, export an invoice or PO to PDF to see how the logo looks.

New Account Setup Checklist

• Company name, address and website entered in My Profile Settings.
• Logo uploaded and checked on a sample invoice or PO.
• Billing and return addresses added for your records.
• Team members added with the right roles. See How to Manage Staff and Users in Luminous.
• PO and invoice templates customized, if needed.

When to Revisit Your Profile Settings

• You move or open a new office: update the company address so new invoices and POs show the right location.
• You rebrand: upload the new logo right away, so customers and suppliers don't see mixed branding.
• You change your company name or legal entity: update the company name so documents match your contracts and accounting records.
• You launch a new website: update the website field so it's current.
• Once a year: do a quick check that every field is still accurate.

Common Questions

Where will my logo show up? On the invoices and purchase orders you create and export from Luminous.

Which fields matter most? Company name, company address, website and logo. The billing and return addresses are mostly for your records.

Can I change what else appears on my documents? Yes. See How to Set Up Purchase Order (PO) Export Templates and How to Create and Use Invoice Templates.

By keeping your profile settings up to date, you ensure that all documents generated through Luminous look professional and include accurate information.