🏢 How to Change Business Information on Customer-Facing Invoices
🟢 Log in to Your CRM
Navigate to Payments and Invoices → Estimates.
⚙️ Access Invoice Settings
Click Settings and go to Title, Terms, and Layout.
Scroll to the bottom and click Customize Layout.
✏️ Update Business Information
Modify the following fields as needed:
Business Name
Phone Number
Address
📌 Legal Requirements
Do not remove your mailing address, as federal law requires it on invoices.
You can add a virtual address if needed, but your official address must remain.
Example:
Virtual Address:
123 Main Street, North Isle, Utah 33522, United States
💾 Save Changes
Click Save to apply updates.
This updated information will now appear on all customer-facing invoices.
💡 Pro Tip: Always double-check that your official mailing address is included to stay compliant with federal regulations, even if you add a virtual address for display purposes.