Update or Change addrress in statement/Invoice
Answered

Hi

How can we Change or Edit From address in the Invoice or statement

2 comments

  • Avatar
    Mariana

    I'd be happy to guide you in the right direction to update and change your address on your invoices and statements within SimplePractice.

     

    First let's make sure that your addresses are set up. To do this head to My Account > Settings > Practice Details and add the address that you'd like to be reflected on the invoices if it isn't there already.


    Next, click My Account > Settings >Billing and Services and select the address of your choice under Billing Address.



    Finally, delete and re-generate the invoice that you created and the new address will populate automagically. 

     

    Please note that only one address can be set up for billing documents at a time, so if you'd like to change the address that appears on invoices for specific clients you will want to go to the Billing and Services section of your account before creating an invoice for the client. 

     

    Kind regards,

    I'd be happy to guide you in the right direction to update and change your address on your invoices and statements within SimplePractice.

     

    First let's make sure that your addresses are set up. To do this head to My Account > Settings > Practice Details and add the address that you'd like to be reflected on the invoices if it isn't there already.


    Next, click My Account > Settings >Billing and Services and select the address of your choice under Billing Address.



    Finally, delete and re-generate the invoice that you created and the new address will populate automagically. 

     

    Please note that only one address can be set up for billing documents at a time, so if you'd like to change the address that appears on invoices for specific clients you will want to go to the Billing and Services section of your account before creating an invoice for the client. 

     

    Kind regards,

  • Avatar
    Meredith Atkins

    I am trying to do this, and I don't have the field "Billing Address" like in the screen shot above. I see "Email clients when an invoice is past due..." like the above.  I see "Make it easier to bill units for Services offered..." like the above. But nothing between them that says Billing Address.  Help!

     

     

    I am trying to do this, and I don't have the field "Billing Address" like in the screen shot above. I see "Email clients when an invoice is past due..." like the above.  I see "Make it easier to bill units for Services offered..." like the above. But nothing between them that says Billing Address.  Help!