How to Change the Company Address on Invoices and Customer Statements

Problem

You are changing your company's location and need to update the address that appears on your invoices and customer statements.

Solution

1. Go to Settings > Operations > Business Units.

2. In the Business Units screen that opens, find the business unit that needs to be updated and click Edit.

3. In the Edit Business Unit screen that opens, click the Address tab.

4. Update the address information for the business unit.

5. When finished, click Save.

6. If you have multiple business units, repeat steps 2-4 for each one.

7. Pay attention to any deactivated business units, as they may be linked to customer jobs where the remit to address is used on the statement.

8. Print an invoice to confirm that the changes have been made successfully.

Note: There is currently no option to include the company phone number on invoices and customer statements PDFs.

To change the customer address, see Manage customer relocation.