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oscortega
April 15, 2019
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Having to edit business name each time before sending out an invoice. Where can I find the template to edit so as not to have to do it each time an invoice is generated?

  • April 15, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by JamesDuanT

Hi Thank you for the reply.

 

The edit current was not greyed out.  I was able to go further and edit.  However, the invoice I opened had already been edited manually.  If I were to create a new invoice and utilize "edit Current" will this take affect going forward for future invoices?  Or do have to import a new template as you mentioned first?

 

Thnx


Yes, the changes you've made on your template will also be applied to your future invoices, oscortega.

 

However, I'd recommend reaching out to our Customer Care Team if the same behavior occurs. They'll be able to further investigate the problem. Here's how you can reach them:

  1. Click Help in the upper-right corner and select Contact us.
  2. Enter the details of your concern and click Continue.
  3. Choose how you want to reach them and enter the needed information.

Feel free to get back to us if you have more questions.

1 reply

Kristine Mae
Kristine Mae
April 15, 2019

Hello there, Oscortega.

 

Instead of editing the template, you'll have to edit the business name in your company settings. This way, you don't have to edit it each time you create an invoice.

 

Here's how:

  1. Click the Gear icon.
  2. Choose Account and Settings.
  3. Go to the Company tab.
  4. Click the Pencil icon in the Company name row.
  5. Enter the business name in the Company name field.
  6. Click Save, then Done. 

Feel free to let us know if you have other concerns. Have a good day! 

 

    O
    oscortegaAuthor
    April 15, 2019

    Hi,

    Thank you for your reply.  I have done this but it will not apply the changes.  I basically want to add the ",INC. at eh end of the name but it will not apply it to the invoices.

     

    Initially, inside the settings the company name did not have the inc included.  It seemd obvious that this is where to apply it.  However, I've made the change almost two weeks ago and it will not take.

    JessT
    JessT
    April 15, 2019

    Hello oscortega,

     

    The updated name will not reflect on your invoice form if you're using a Word template with a pre-entered company name. Let's check out your template.

     

    Please open your invoice transaction and click on Customize at the bottom. If the Edit current is grayed-out, this means you're using an imported template. Thus, you'll want to import another template with ,INC. on your company name.

     

     

    However, if you can click the Edit current, please do the following steps.

    1. After clicking Edit current, click the Content bar.
    2. Click the top section of the previewed invoice on the right.
    3. Update your Business name in the Header section. 
    4. Click Done to save your changes.

     

    You can always get in touch with us here if you need anything else.

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