How to configure your account in easySales: personal details, company info for invoicing and password

By easySales Team · Updated 12 Jul 2026 · 4 min read

Set up your easySales account in one place: your personal details and preferences, the company information used on your invoices, and your password. Includes the things to watch — why changing your country can affect your subscription, and why your email is fixed here.

Your account settings keep easySales pointed at the right details: who you are, the language and currency you work in, the company data that lands on your invoices, and your sign-in password. It's one screen, but a few fields ripple further than you'd expect, so it's worth a careful pass.

This guide walks the whole Account tab section by section, flags the fields you can't change here and why, and calls out the one setting that affects your billing.

Where to find account settings

From the sidebar, open Account → Settings, then the Account tab. That tab holds everything in this guide, split into three sections — Personal, Company Info and Update Password — with a single Save button at the bottom that commits all three at once.

easySales Settings page with the Account tab active, showing the Personal, Company Info and Update Password sections
The Account tab under Settings, starting with the Personal section.
easySales sidebar with the Account group open and the Settings entry highlighted
From the sidebar, open Account, then Settings, and switch to the Account tab.
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Personal

Your name, the sign-in email (read-only), phone, and your preferred locale, currency and time zone.

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Company Info

Company name, registration number, VAT ID, bank account, country, county and street — the data printed on your invoices.

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Update Password

Set a new sign-in password: enter your current password, then the new one twice to confirm.

One Save button covers the whole tab, so you can edit any mix of fields and save them together — no need to save each section separately.

Personal details

The Personal section holds who you are and how easySales presents itself to you.

Your name, phone and the locked email

Edit your Name and Phone freely. Your Email, by contrast, is the one field in this section you can't edit.

Language, currency and time zone

Three preferences tailor easySales to how you work:

  • Preferred Locale sets the interface language.
  • Preferred Currency sets the currency you see amounts in across the app.
  • Preferred time zone sets the offset your times display in — the options are UTC+1, UTC+2, UTC+3 and UTC+8 — so timestamps match where you are.

These are display preferences. They change how figures and times appear to you; they don't rewrite the underlying data.

Company information for invoicing

The Company Info section is the business identity behind your account, and it matters more than it looks: this is the data easySales prints on your invoices. If it's incomplete or wrong, your billing documents will be too — so fill it in fully before you expect clean invoices.

Company name, registration number, VAT ID and bank account

Four fields describe the legal entity:

  • Company Name — the registered name of your business.
  • Registration Number — your trade-register or equivalent number.
  • VAT ID — your VAT identification number.
  • Bank Account — the account shown for payments.

One note on the VAT ID: Hungary is the only country where easySales enforces a format — it must be 8 digits (an optional HU prefix is allowed), otherwise it's rejected. For every other country the VAT ID is stored exactly as you enter it, with no format check.

Country, county and street — and why country affects your billing

The remaining fields are your address: Country, County and Street. They read like ordinary contact details, but Country is the most consequential field on this screen.

Here's why. Your country sets the currency your subscription is billed in, and that currency is tied to your saved payment method, which is why changing it while you have an active subscription has knock-on effects on your billing.

County and Street carry no such consequences — they're address detail for your documents, and you can edit them freely.

Changing your password

The Update Password section is where you set a new sign-in password, using three fields: Current Password, New Password and Confirm New Password.

The first field is the key one: you must enter your current password to set a new one. It's a safety check that confirms it's really you, not someone on an open session. Type your existing password, then your new password twice (to catch typos), and save.

If you've forgotten your current password and can't clear this check, use the password-reset flow from the sign-in screen instead.

Saving your changes

When you're done, click the single Save button at the bottom. It commits every section you touched — personal details, company info and password — in one go. Ordinary fields need no extra confirmation.

The one exception is Country: if you changed it while on an active subscription, expect the prompt described above, and continue only when you're ready to add a new payment method.

That's the whole Account tab. Two things people look for here but won't find: this tab covers your account identity and preferences only. It doesn't hold your logo, and it isn't where developer or integration tokens live — those are configured elsewhere in easySales.

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Frequently asked questions

Hungary is the only country where easySales enforces a VAT ID format: it must be 8 digits (an optional HU prefix is allowed), otherwise it's rejected. For every other country there's no format check — the VAT ID is stored exactly as you enter it. If you're in Hungary, correct it to 8 digits and save; if it still won't save, contact support.

The Company Info section — company name, registration number, VAT ID, bank account and address — is the data easySales prints on your invoices. If any of it is missing or wrong, your billing documents will be too, so fill it in fully and accurately before you generate invoices.

No. Preferred Currency is a display preference — it sets the currency you see amounts in across the app. The currency your subscription is billed in is tied to your country, not to this setting. Changing Preferred Currency changes only what you see, not how you're billed.

Your email is the address you sign in with, so it's read-only on the Account tab and can't be edited there. To use a different email on your account, contact support and they'll handle the change.

Your country sets the currency your subscription is billed in, and that currency is tied to your saved payment method. Changing your country while you have an active subscription switches the billing currency, so easySales warns you and asks you to add a new payment method before the change takes effect. Talk to support if you're unsure.

In the Update Password section, enter your Current Password, your New Password and Confirm New Password, then save. The current password is required as a safety check that it's really you. If you've forgotten it and can't clear this check, use the password-reset flow from the sign-in screen instead.

Correct — the Account tab covers your account identity and preferences only (personal details, company info and password). Your logo and any developer or integration tokens are configured elsewhere in easySales, not on this screen.

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