It’s important for your clients to have up to date contact information for your business so they can reach out to you with any questions or concerns. Invoice Simple gives you the ability to customize what business information is displayed on each of your invoices, allowing you to increase engagement with your clients.
Customizing your Business Details in the Mobile App
You’ll want to start by going to the app settings. You can do so by hitting the gear icon at the upper left.
From there, hit Business Details under Invoice.
You’ll have several contact options to fill out here. You can also upload your business logo for display on all of your invoices and estimates. Please note that all of these fields are optional. Hitting back will automatically save your changes.
Here is how your business details will look on your invoices and estimates:
Customizing your Business Details in the Web App
You’ll want to start by hitting Settings at the top of the page.
You’ll see the business details right at the top under Company
You’ll have several contact details to fill out here. You can also upload your business details for display on your invoices and estimates, as well as choose a color for the upper border. Here’s an example of how these details will look on your invoice and estimates.
Browsing away from the page will automatically save your changes.