Manage contact details and addresses on sales documents
Description

Each of our invoice templates has a section at the top of the page for details about your business. This includes:

  • Your business name
  • Website
  • Telephone number
  • Mobile number
  • Email address

Select which contact details and addresses to show on your invoices and other sales documents.

If you need to update these details, read change your business details.

Cause
Resolution
  1. Go to Settings and then Business Settings.
  2. Select Document preferences.
  3. Go to the Contact details & addresses section.
  4. Select the checkbox for details you want to include or exclude from your invoices.
  5. Use the Preview to check how the details display.
  6. Select Save
Steps to duplicate
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