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.