Your profile and business details

Change your name and username, and set the business name, address, tax ID, default hourly rate, currency, profession, and how you charge.

Steps

  1. 1

    Open “Settings” in the sidebar. It opens on “Profile”, the first section in the bar at the top.

  2. 2

    Change “Name” or “Username”, then press “Save changes” in the bar that appears at the end of the section.

    Settings with Profile chosen in the bar of sections: the Name and Username fields and the email below them, and On your documents beside them.
  3. 3

    Choose “Business” in the bar of sections.

  4. 4

    Fill “Business name”, “Address” and “Tax ID”. “On your documents” beside them shows the “from” block clients see, as you type.

    The Business section with its fields, and the On your documents preview of the from block beside it.
  5. 5

    Set “Default hourly rate” and choose the “Currency”: EGP, SAR, AED or USD.

  6. 6

    Optionally, enter a “Weekly hours target” from 1 to 100. It adds a goal line to your week chart. Leave it empty for no target.

  7. 7

    Choose “Your profession” and “Where you work”, and tick how you charge under “How do you usually charge?”. These are the answers from the setup questions; they choose the examples and templates Qufy shows you.

  8. 8

    Press “Save changes”.

Good to know

  • Your email is shown on the Profile section but cannot be changed: “Email cannot be changed.”
  • A username has 3 to 30 characters: letters, numbers and hyphens. It must be unique. Your name and @username appear on documents and in the workspace.
  • The default hourly rate is used when you start an invoice or contract from the workspace. “Save as my default hourly rate” on the rate page fills it too.
  • At the end of Business is the question “Help build the Qufy rate index: share my rates anonymously”, answered with “Share anonymously” or “No thanks”, and a “How it works” link. Nothing is shared until you choose “Share anonymously”. Saving a rate on the rate page also fills an empty profession.
  • Saving your rate on the rate page fills an empty weekly hours target with the hours you entered there. It never replaces a target you already set.
  • “Save changes” and “Discard” appear only after you change something. After saving you see “Saved”.
  • The name at the top of your PDFs can differ from these details. Set it in the “Documents look” section.

If something goes wrong

“That username is taken. Try …”
Press the suggested name, or type another one.
“Pick a unique username with letters, numbers, and hyphens.”
Remove spaces and other symbols, and keep it between 3 and 30 characters.
“Use a number of hours from 1 to 100, or leave it empty.”
Correct “Weekly hours target”, or clear it for no target, then press “Save changes”.
“Could not complete that. Check your details and try again.”
The save did not go through. Check your connection and press “Save changes” again.

Last updated 6 Oct 2026

Was this helpful?