Setting Up Your Profile

Your profile is your personal account on BillYantra — separate from your company settings.

Accessing Your Profile

Click your name or avatar in the bottom-left corner of the sidebar, then select Profile, or go directly to /profile.

What You Can Update

Personal Details

• Name — Your display name (shown in the top bar and audit logs)
• Email — Your login email address. Changing your email requires re-verification.
• Profile Picture — Upload a photo (optional, shown in the sidebar)

Password

Click Change Password to update your password. You will need to enter your current password for verification.

If you signed up via Google, you may not have a password. Use Set Password to add one.

Notification Preferences

• Email notifications for payment reminders
• Weekly summary emails
• System announcements

Email Verification

BillYantra requires a verified email to:

• Send invoices via email to customers
• Receive payment reminder notifications
• Access certain reports

If your email is unverified, you will see a yellow banner. Click Verify now to resend the verification link.

Deleting Your Account

To delete your account, go to Profile → Danger Zone → Delete Account. This is irreversible — all your invoices, customers, and data will be permanently removed.

Tip: Keep your profile email current so you receive important billing and security notifications.