Invoicing - Business name and ABN
I tried to issue my first invoice and realised my Business name is not what's displayed on the invoice and subject of the email. It's the name on my ABN ( my personal name). They are two different names and I'd like the business name to be displayed everywhere. I can't find a tab to edit these information.
Also any possibility I can send the pdf to the customer as a message instead of an email? Probably a share option where I can share the invoice through the method the customer contacted me. ( Via messenger, Instagram, messages etc)
Hi RuznaJ!
Good news! You can now update your business name for invoices directly in the app—easy peasy. 🎉
Just tap on "More" on the dashboard and head to "Invoice Template" to tweak your invoice details, or check out "Invoice Emails" to update the Send Name. Everything you need, right at your fingertips!