{"id":17394,"date":"2024-04-24T09:22:22","date_gmt":"2024-04-24T09:22:22","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b9%d8%af%d8%a7%d8%af%d8%a7%d8%aa-%d9%88%d9%85%d8%b9%d9%84%d9%88%d9%85%d8%a7%d8%aa-%d8%a7%d9%84%d8%ad%d8%b3%d8%a7%d8%a8\/"},"modified":"2024-05-07T13:38:43","modified_gmt":"2024-05-07T13:38:43","slug":"account-information-and-settings","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/account-information-and-settings\/","title":{"rendered":"Account Information and Settings"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1715086710120{margin-left: 200px !important;}&#8221;]Account settings and information help you view and control some general information. For more details, see this guide.[\/vc_column_text][vc_custom_heading text=&#8221;Controlling the Account Settings&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1715086737161{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1715088581019{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\">Click on <strong>&#8220;Account Settings&#8221;<\/strong> under <strong>&#8220;Settings&#8221;<\/strong> in the main menu.<\/p>\n<p style=\"text-align: left;\">You can change <strong>client data<\/strong>, your own data on Daftra such as business name and telephone number.<\/p>\n<p style=\"text-align: left;\"><strong>You can also control the account settings and change:<\/strong><\/p>\n<ul>\n<li style=\"text-align: left;\">Time zone<\/li>\n<li style=\"text-align: left;\">Date and time format\n<ul>\n<li><strong>Note:<\/strong> For account holders in <strong>Saudi Arabia<\/strong>, you can choose the Hijri date format for the <strong>&#8220;Umm al-Qura&#8221;<\/strong> calendar.<\/li>\n<\/ul>\n<\/li>\n<li style=\"text-align: left;\">Negative currency format and choose the format for writing negative currency amounts on the account<\/li>\n<li style=\"text-align: left;\">Set account language<\/li>\n<li style=\"text-align: left;\">Specify whether you sell products, services, or both.<\/li>\n<li style=\"text-align: left;\">Choose the printing method<\/li>\n<\/ul>\n<p style=\"text-align: left;\">You can also click on the <strong>&#8220;Change Email&#8221;<\/strong> button or the <strong>&#8220;Change Password&#8221;<\/strong> button to change account details<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-17399 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h28_23.png\" alt=\"\" width=\"1685\" height=\"774\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h28_23.png 1685w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h28_23-300x138.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h28_23-1024x470.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h28_23-768x353.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h28_23-1536x706.png 1536w\" sizes=\"auto, (max-width: 1685px) 100vw, 1685px\" \/><\/p>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<p style=\"text-align: left;\">You cannot change the account currency or your country after creating the account, but you can issue invoices in different currencies without any problem.<\/p>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1715088939797{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\">The currency exchange rate is updated automatically according to the bank rates, but you can manually control the exchange rate.<\/p>\n<p style=\"text-align: left;\">Click on <strong>&#8220;Currency Rates&#8221;<\/strong><\/p>\n<p style=\"text-align: left;\">Then click on the button <strong>&#8220;Add Currency Rate&#8221;<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-17403 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h30_14-1.png\" alt=\"\" width=\"667\" height=\"645\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h30_14-1.png 667w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h30_14-1-300x290.png 300w\" sizes=\"auto, (max-width: 667px) 100vw, 667px\" \/><\/p>\n<p style=\"text-align: left;\">Select the currencies you want to convert from and to, to see the exchange rate directly, and you can manually adjust it according to your transactions if you wish. However, note that changing the exchange rate affects your upcoming and previous transactions as long as they involve these currencies.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-17405 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h34_56.png\" alt=\"\" width=\"1350\" height=\"440\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h34_56.png 1350w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h34_56-300x98.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h34_56-1024x334.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h34_56-768x250.png 768w\" sizes=\"auto, (max-width: 1350px) 100vw, 1350px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Viewing the Account Information &#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1715087750372{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1715089114067{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\">Through the account information, you can obtain:<\/p>\n<ul>\n<li>Account number (Information ID)<\/li>\n<li>Support PIN, which you need to provide to technical support when contacting them<\/li>\n<li>The type of your plan, the renewal date, and your usage.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-17407 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h37_04.png\" alt=\"\" width=\"1705\" height=\"765\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h37_04.png 1705w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h37_04-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h37_04-1024x459.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h37_04-768x345.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-07_16h37_04-1536x689.png 1536w\" sizes=\"auto, (max-width: 1705px) 100vw, 1705px\" \/><\/p>\n<p>&nbsp;[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2215,2216,2217],"tags":[2563,4821,2986,2953],"class_list":["post-17394","user_manual","type-user_manual","status-publish","hentry","category-my-account","category-account-settings","category-upgrade-account-and-payments","tag--en","tag----en","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Account Information and Settings - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/account-information-and-settings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Account Information and Settings - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1715086710120{margin-left: 200px !important;}&#8221;]Account settings and information help you view and control some general information. 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