How Do I Add My Company Name & Address to Quotes and Invoices?

Company address can be added or edited any time before sending or generating a quote or invoice.

To add/edit the company address:

  1. In the Action Bar, click the Settings Button icon.

  2. In the drop-down menu, under Company, click the General Settings option.

    General Settings

  3. Under the General section, in the Company Name and Address field, enter the company address.

General Settings

  1. Click the Save button.

    The new company name and address is now set. You can find the changes in the generated Quote PDF.

    Company-Name-Address

Viewing Quotes

Creating Quotes

Editing Quotes

Emailing Quotes to Customers

Generating Quotes

Frequently Asked Questions