The My Visp section in the software is essential because it manages key features like the email addresses used in the “From” field of your emails and the email address in your PDF or paper invoices.
Additionally, you can enter your company credit card details for automatic payments and view your account’s outstanding balance from Visp.
The My Profile page allows you to edit personal information and upload an image for easy identification.
Importantly, make sure to set the correct Timezone for automation, invoices, and other time-sensitive functions before using the platform.
1. Click the nine-dot menu in the upper right corner to open the VISP Admin Page.
2. Click on General
3. Select My Visp
4. Click on the pencil icon to edit the panels and fields.
💡 Email Addresses
The email addresses in the My Visp section, particularly in the Primary and Billing contacts panel, serve a crucial role in the software.
5. Email Addresses in My Visp
Primary Contact Address
To edit the primary contact email address, click on the pencil icon in the field. This email will be used for bulk and one-time emails. The email is used in the “from” field of your message. Add your support or primary contact email in this field.
Billing Contact Email
To edit the email address on your PDF and Paper copy of the billing statements such as invoices and receipts, go to My Visp and find the Billing Contact section. Click the pencil icon in that field and update the email address.
6. Save your work when done.
💡 Tags and related search terms.
edit my profile, edit timezone, edit invoice email addresses, edit mass email templates “from” email address.