How to change the firm name and address on your Invoice, Summary, or Unpaid Invoice Statements.
1. Navigate to your firm's Contact record.
2. Select 'Edit' to edit Contact Details.
3. Select 'Additional Information' to expand this section and update your firm's information.
Be sure to update your firm's 'Phone Number' and 'Fax Number' in the format you want it to appear on your Invoice.
4. Scroll down, and click 'Save'.
5. After updating your firm's Contact Details, we recommend running a Prebill to confirm your changes.
*Need assistance or to make additional changes? Follow the step by step instructions on how to edit and upload your Invoice Template here!