How to change the Firm name and address on your invoice, summary or unpaid invoices.
1. Navigate to your Firm's contact record from 'Global Search' or 'Contacts'.
2. Click the 'Pencil Icon' to edit Contact Details.
3. Update your Firm's information.
- Be sure to update your Firm's 'phone number' and 'fax number' in the format you wish to see on your invoice.
4. Scroll down, and click 'Save Contact'.
5. After updating your Firm's Contact Details, we recommend running a Pre-Bill to confirm your changes.
Need more help?
Contact our Award-Winning Product Specialists at (888) 432-1529 or email@example.com.