How to change the Firm name and address on your invoice, summary or unpaid invoices.
1. Navigate to your Firm's contact record.
2. Click on the 'Edit' button to edit Contact Details.
3. Click on 'Additional Information' to expand the screen and update your Firm's information.
- Be sure to update your Firm's 'phone number' and 'fax number' in the format you wish it to appear on your invoice.