The address and contact information displayed on invoices is controlled through your Site Settings. This includes both:
The agency address displayed in the invoice header.
The Mail To address displayed on the payment stub portion of the invoice.
Understanding where each piece of information is stored makes it easy to update your invoices whenever your agency's contact information changes.
Navigate to Menu.
Select Settings.
Open Site Settings.
Scroll to the Company Contact Information section.
The following information is pulled from this section and appears on your invoices:
Street Address
City
State
ZIP Code
This address is used in both of the following locations:
The agency address displayed at the top of the invoice.
The Mail To address displayed on the payment stub portion of the invoice.
If you need to change the address shown on your invoices, simply update the information in the Company Contact Information section and save your changes.
The email address displayed in the invoice header is controlled separately.
Scroll down to the Company Billing Contact Information section.
If the Use Billing Contact on Invoice option is enabled, the invoice header will display the email address entered in this section.
This allows you to use a billing-specific email address while continuing to use the agency address from the Company Contact Information section.
Keep your Company Contact Information current to ensure payments are mailed to the correct address.
Use the Company Billing Contact Information section if billing inquiries should be directed to a different email address.
After making changes, generate a sample invoice to verify that the address and email appear as expected.
The physical address shown in both the invoice header and the Mail To section comes from the Company Contact Information section of Site Settings. The email address shown in the invoice header comes from the Company Billing Contact Information section when the Use Billing Contact on Invoice option is enabled.