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I changed the address in the system but the old address is still on the invoices. What do I do?

Check your Firm Settings first:

  1. Top right, click on your name and select Settings
  2. Click on the Invoice Setup tab
  3. Check to see if the address is correct in the Invoice/Statement Header Text, if not click Edit Settings
  4. Put in the address and click the Save button

If you still have the same issue, the old address is probably in the Client's own invoice settings. This overrides the system's invoice settings.

  1. Click Clients in your blue menu bar
  2. Click on desired client
  3. Click on the Invoice Presets tab
  4. Check to see if the address is correct in the Invoice/Statement Header Text, if not click Edit Presets
  5. Put a check mark next to Use Firm Default
  6. Click the Save button

The invoice will adjust automatically so you will not need to unfinalize or delete your original invoice.

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