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How To Edit the Fields That Appear On Invoices/Estimates

Product Success Team
  • Updated
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# Dashboard

 

1. Click on Settings

 

Click on Settings

2. Click on Billing & Invoicing

 

846BFAC9-D762-47D7-8BA0-AFAD7841DCD6.png

3. Click on Invoices & Estimates

 

Click on Invoices & Estimates

4. Click on Add contact fields

 

Click on Add contact fields

5. Check the box for any fields you also wish to be included on the invoices

 

Check the box for any fields you also wish to be included on the invoices

6. Click on Add

 

Click on Add

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