Why Billing Profiles are Necessary
Billing profiles mostly used for payments. Here is why you might need multiple billing profiles:
Separate Payments: Create profiles for different individuals or companies for bank payments.
Accurate Invoicing: Each billing profile ensures that the correct information appears on invoices, which is crucial for accounting purposes.
Expense Tracking: Helps in tracking expenses accurately by assigning them to specific projects or departments.
Financial Flexibility: Provides the flexibility to handle payments from various sources without confusion.
Step 1: Navigate to the Account Tab
First, log in to your account on the Regery website. On the homepage, find and go to the Account section. This is your control panel where you can manage all your account settings.
Step 2: Select the Profiles Page
In the Account section, find and select the Profiles page. Here you can see all your current profiles and add new ones.
Step 3: Create a New Profile
On the Profiles page, click on the Create Profile button. This action will redirect you to the Profile Details tab.
Step 4: Fill in the Profile Information
On the Profile Details page, you will be prompted to fill in all the necessary fields of information about the new profile. Enter the data that reflects the goals and tasks for which this profile will be used. This could be business data, personal information, or specific information for participating in certain projects or events on the platform.
Step 5: Save the New Profile
After entering all the necessary information, don’t forget to click the Save button. This is the final step, after which your additional profile will be created and ready for use.
Conclusion
Creating an additional profile on Regery is a simple and intuitive process that allows you to manage different aspects of your online activity from one account. Use this feature to optimize your work on the platform, improve organization, and increase the efficiency of your interactions with Regery's services. It not only saves you time but also provides an additional level of order in managing your online assets.