Adding my Company Information to my Invoices

Accessing and Updating Invoices

For accounting and tax purposes, you may need to add additional company information to your monthly invoices. This article will walk you through the steps you need to take to access past invoices, and update your company information. Once you have completed the steps, you will be able to download all invoices with the updated information.

Prior to getting started, you will need to have the following:

  • A Paid Invoice

Step 1: Accessing past invoices:

If you would like to access your invoices:

  1. Log into your account
  2. Hover over your profile icon in the upper right        mceclip0.png
  3. Click Account Settings                                                 mceclip1.png
  4. On the left of your dashboard now click Account Billing       mceclip2.png
  5. Select Invoice History from tabs across the top         mceclip3.png                                                           

Step 2: Adding your company information to your invoices:

  1. Click on any of the invoices (This will open a new tab)      mceclip4.png
  2. Click on Invoice Details (You can change the information here)       mceclip5.png
  3.  Click Save Details


Important Note: You can download any of your old invoices and all of your future invoices will be updated with the information you provided.

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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