If the company information, such as the billing address or person, that appears on your Appbot invoices is out of date or incorrect, you can easily update it by following these simple steps:
Updating Invoice Details on future or existing invoices
- To complete these steps you must be a Team Leader. You can check this by navigating to “Team” then “Team Members”. If your account does not have a Team Leader badge then please ask your team leader to complete these steps, or make you a team leader.
- Open an invoice and click on the blue “Plan & Billing” button at the bottom (or navigate to the Plan, Billing & Invoices page from your profile dropdown).
- Click on the “Change Company Details” from the right hand side.
- Edit the details as you need. If you need to add a name add it in the top field, below the Company Name. Then press “Save Company Details”
- If you need a tax reference or PO number on the invoice please add it to the Billing Notes section.
- Your changes will now be saved, and these new details will appear on your next invoice!
- If you’d like to update details on an existing invoice open that invoice and simply click “Refresh Invoice Details” as shown below.
If you need any further assistance, contact us with any questions or check out our FAQ section here.
