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How do I manage my invoice information?

As an admin, learn how to customize your invoices to display your organization’s information

Sarah L. avatar
Written by Sarah L.
Updated this week

Your invoice information will be vital to ensuring your users are correctly paying their invoices. You can locate this from the Settings > Features > Invoicing page. You'll have a number of difference preferences you can set, including:

  • Controlling the manual or automatic allocation of any available credit to a user’s due invoice

  • When additional charges are created

  • Overdue settings

  • Invoice reminder settings via email

  • Setting to allow users to pay invoices prior to the due date

  • And more

On this page, you’ll be able to input data such as your address, the name shown on your invoices (see below), the preferred title of all future invoices, and any additional notes you wish your users to read prior to payment.


Customize the name shown on your invoices

You can override the default organization name that appears on invoices by specifying an Invoice header title. This is especially helpful if your internal organization names (e.g. “RIVVIA Soho”) differ from your legal entity name (e.g. “RIVVIA”).

To update the invoice name:

  1. Go to Settings > Features > Invoicing

  2. Under Invoice customization, enter your preferred name under the Invoice header

  3. Scroll down and click Save changes to apply the update

    • This change updates both new and existing invoices immediately.

  4. This name will appear on all outgoing invoices

Note: This customization affects invoices only. Your dashboard organization name will remain unchanged.


Need more info on Settings?

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