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Invoicing

How to Change Address and Phone Number on Invoice Email/PDF and Other Correspondence

Updated 2 days ago

The standard invoice template, and other correspondence such as payment receipt, pull your address and phone number from your company information in Salesforce. To make an update, go to:

Lightning Interface: Setup | Company Settings | Company Information

Classic Interface: Setup | Company Profile | Company Information

From there you should see Address and Phone.

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