Changing your name and contact information

Estimates, invoices, statements and other stationery, show your name and contact information, which is initially found on your Me Card in the Address Book. You can change this information in the Identity pane of Billings Preferences, to be sure that only the right name and contact details are shown.

To change your name and contact information

  1. Choose Billings > Preferences.
  2. Click Identity.
  3. Change the information in the appropriate fields.
  4. Close the Billings Preferences window.

The next time you produce an estimate or invoice, your new and updated name and contact information will be used. Estimates and invoices that have already been sent will retain your older details.

The Identity pane of Billings Preferences also lets you change or clear your logo.

See also

About Identity