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Updating Company Details On Appbot Invoices

If the company information that appears on your Appbot invoices is out of date or incorrect, you can easily update it by following these simple steps: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:
  1. 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.
  2. 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).
    where to edit company details screenshot
  3. Click on the “Change Company Details” from the right hand side.where to change company details screenshot
  4. Edit the details as you need, and press “Save Company Details”change company details screenshot
  5. If you need a tax reference or PO number on the invoice please add it to the Billing Notes section.
  6. Your changes will now be saved, and these new details will appear on your next invoice!
  7. If you’d like to update details on an existing invoice open that invoice and simply click “Refresh Invoice Details” as shown below.how to refresh invoice details screenshot

If you need any further assistance, contact us with any questions or check out our  FAQ section here.

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