Articles on: Invoice123 settings

How to Edit Your Business Details: A Step-by-Step Guide

To streamline your invoicing process effortlessly, it's essential to add your business details to the Invoice123 system. This enables automation and ensures professional invoices. Whether you missed the onboarding process or need assistance, this tutorial will help you complete this crucial step. Let's get started and edit your business details with ease!


Adding/Editing Your Business Details:

  1. Select SETTINGS from the menu bar
  2. Update the information under ACTIVITY
  3. Click SAVE CHANGES to confirm the updates.
  4. You can also edit business details in the invoice creation window using a pencil
If details have to be updated in settings, activate UPDATE BUSINESS INFORMATION IN SETTINGS

Updated on: 20/08/2024

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