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Change business details on an invoice

Need to update your bank account, address, or company name on a document? Here's how it works, and why your older invoices stay unchanged.

Good to know first

  • Changing your details in Settings does not update documents you already created

  • This is intentional - it keeps your past documents accurate and consistent

  • Always update Settings first, then create your new documents

Update your details for all future documents

  • Edit your address, bank account, or any other detail

  • Save your changes

  • Your new details will appear on every document you create from now on

Change details on one specific invoice

  • Open the invoice you want to change

  • Select Edit business details

  • Edit your company details in the window that appears

  • Save - the change applies to that document only

Add a logo or signature

  • Upload your logo or signature in your Business details settings

  • It will appear on the first invoice you create after saving

  • To get it onto an existing invoice, duplicate that invoice - the new copy will include your logo and signature

Tip: In the app, you can still change your business details for your first 3 invoices. Tap your company name, edit your details, and the change will apply to all documents.


Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.

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