How to Update the Address Used on an Invoice

How to Update the Address Used on an Invoice

Introduction

Keeping your firm's address information up to date is essential to ensure that all invoices reflect the correct details. If your firm has recently moved premises or needs to amend its invoicing address, you can easily update this information directly within the Matters.Cloud platform. This article will guide you through the steps to update the address used on invoices.

Steps to Update Your Address

Step 1: Navigate to the Contacts Section
  1. Locate the main navigation menu on the left-hand side of the dashboard.
  2. Click on Contacts to view all contacts associated with your firm.

Step 2: Locate Your Internal Contact
  1. Use the search bar to quickly find your internal contact associated with the entity issuing the invoice (e.g., your firm’s name).
  2. Click on the name of the internal contact to open the profile.

Step 3: Access the Addresses Tab
  1. Within the contact’s profile, click on the Addresses tab.

Step 4: Edit the Address
  1. Find the address you wish to update and click the edit icon in the Actions column.
  2. Make the necessary changes to the address details.

Step 5: Save Your Changes
  1. Click the Submit button in the bottom right-hand corner to save your updates.

Note: Once the address is updated within the contact's profile, it will automatically appear on all newly generated invoices.

    • Related Articles

    • How Do I Add A Client Address?

      Introduction Clients can have one or more Addresses associated with each record. This guide talks through the process of creating a new Address for an existing Client. Create New Address Step 1: Find Existing Client Select Clients > All clients and ...

    • Xero: Importing Invoice Payments

      Introduction Integrating Matters.Cloud with Xero enables seamless importation of invoice payments, whether they are automatically reconciled or manually entered in Xero. This guide will walk you through the process of importing these payments into ...

    • Managing Invoice Payments in Matters.Cloud

      Introduction This knowledge base article provides a comprehensive guide for managing invoice payments within the Matters.Cloud platform. It covers recording new payments, deleting payments, and creating invoice write-offs. Follow these instructions ...

    • Using the Invoice Lock Date in Matters.Cloud

      Introduction In this knowledge base article, we'll guide you through the steps of setting an invoice lock date within the platform. The invoice lock date is designed to maintain the integrity of your financial records. By setting an invoice lock ...

    • FreeAgent: What Data Fields Do You Sync?

      Overview The following data is included within the integration: Data Fields: Clients The following data is exported to FreeAgent: Contact / Organization contact.first_name contact contact.first_name contact.last_name contact contact.last_name ...