Change business and invoice details

Update the settings

1. Open More, then Business settings.
2. Edit your business name and contact details.
3. Review default payment terms and bank details.
4. Save your changes.

Existing documents

New documents use the latest saved details. Previously downloaded or sent PDFs do not change, because they are already separate files.

Before the next invoice

Open an invoice preview and check the header and payment section after making a significant change.