Forum Discussion

RuznaJ's avatar
RuznaJ
Contributing User
5 months ago

Invoicing - Business name and ABN

I tried to issue my first invoice and realised my Business name is not what's displayed on the invoice and subject of the email. It's the name on my ABN ( my personal name). They are two different names and I'd like the business name to be displayed everywhere. I can't find a tab to edit these information. 

 

Also any possibility I can send the pdf to the customer as a message instead of an email? Probably a share option where I can share the invoice through the method the customer contacted me. ( Via messenger, Instagram, messages etc)

  • Hi RuznaJ!

    Good news! You can now update your business name for invoices directly in the app—easy peasy. 🎉

    Just tap on "More" on the dashboard and head to "Invoice Template" to tweak your invoice details, or check out "Invoice Emails" to update the Send Name. Everything you need, right at your fingertips!

  • Hi Sham_Solo 
    Please see examples of this from my experience. I too would think it comes from the "from name". Thanks

     

  • Hey RuznaJ - thanks so much for your post! We can see you've raised a case and am pleased to share our Servicing team are already working on it. Check your inbox for our reply, we'd love a screenshot so we can take a deeper look for you.

     

    Thanks,

    Shamren

  • Hi LisaMPS and RuznaJ 

    Thanks so much for the great questions and feedback. Please do keep it coming :).

    Here's where we're up to so far and what we're working on to make things simple.

    Invoice Naming
    How to fix it right now:
    Right now we have to manually change the name on the invoice for you. Keep an eye on your inbox for an email asking what name you'd like to appear on the invoice, or just reply here and I'll make sure it gets in front of the right people to help you out.

    Longer term plans:
    We have a business settings function on the roadmap for the app which we're focused on launching for you as quickly as possible. This will let you change all of these details yourself. Stay tuned and thanks for working with us as we build this out with you.

    Ability to send invoices via message
    For now, you'll either need to send a screenshot or otherwise link to the invoice details via text.

    I know that the team is across how very important and useful it will be to be able to send invoice details and other things via text etc. I should have some very good news to share with you soon about what we're doing to make it super simple to share these things.

    Stay tuned and thank you so much for the fantastic feedback!

  • Hi RuznaJ
    Just a quick update to let you know that I've had a chat with Susan_Solo
    her team is actively working on the share function and we're aiming to have that all ready to go for you at the end of this month if everything goes smoothly :)

    • RuznaJ's avatar
      RuznaJ
      Contributing User

      Thank you so much for the update Ben! Looking forward to use the new functions! :)

  • Hi RuznaJ!

    Good news! You can now update your business name for invoices directly in the app—easy peasy. 🎉

    Just tap on "More" on the dashboard and head to "Invoice Template" to tweak your invoice details, or check out "Invoice Emails" to update the Send Name. Everything you need, right at your fingertips!