Completing Your Profile

Overview

To get the best out of Looped Invoices, you'll need to complete your profile. This ensures that you create the best possible impression with your clients and generate invoices that are fully SARS compliant.

A complete profile includes:

• Your business or personal address
• Banking details (for EFT payments)
• Business information (optional)
• Logo and branding (optional)

Adding Your Address

Why is an address required?

Your address is required to create valid, SARS-compliant invoices. According to South African tax law, all tax invoices must include the supplier's physical address.

How to add your address

1. Log into your Looped Invoices account

2. Navigate to Settings

3. Scroll to the Address section

4. Fill in the following fields:

   • Street Address - Your physical street address
   • Suburb/City - Suburb or city name
   • Province/State - Select your province
   • Postal Code - Your area's postal code
   • Country - Select South Africa (or your country)

5. Click Update to save your changes

:::note The address you enter here will be used as the default address for all your invoices. You can override this on individual invoices if needed. :::

Address Tips

• Use your registered business address if you're VAT registered
• Ensure accuracy - Your clients may need this for their records
• Keep it professional - This appears on all your invoices
• Update when you move - Remember to update your address if you relocate

Adding Banking Details

Why add banking details?

Banking details are optional but useful if you want to:

• Generate PDF invoices for manual EFT payments
• Provide clients with payment alternatives
• Accept bank transfers alongside online payments

Your banking details will appear on your invoices, making it easy for clients to pay you via electronic funds transfer (EFT).

How to add banking details

1. Log into your account

2. Navigate to the Banking Details section of Settings

3. Enter the following information:

   • Bank Name - Your bank (e.g., FNB, Standard Bank, ABSA)
   • Account Holder Name - Name on the account
   • Account Number - Your account number
   • Branch Code - Your branch code (if required)
   • Account Type - Cheque, Savings, or Business
   • Reference Format (optional) - How clients should reference payments

4. Click Update to save

:::caution[Security Note] Your banking details will be visible on your invoices. Never share sensitive information like your online banking passwords or PINs. :::

Banking Details Best Practices

• Double-check your account number - Mistakes can delay payments
• Use a business account if you're registered as a business
• Specify a reference format - e.g., "Invoice number" or "Your name + Invoice #"
• Keep information current - Update details if you change banks

Setting Up Payment Gateways

For automated online payments, you can connect payment gateway accounts instead of (or in addition to) adding banking details.

Looped Invoices supports integration with popular South African payment gateways:

Supported Payment Gateways

• PayFast - Setup guide
• Yoco - Setup guide
• More coming soon - We're constantly adding new integrations

Benefits of Payment Gateway Integration

• Instant payment notifications - Know immediately