Business Information on an Invoice

You have the ability to add and edit the information that displays on the invoices for your business. The process is slightly different depending on what type of plan you have.

Starter Plan

Use the following steps to modify the business information that appears on your invoices.

  1. From the upper-right corner of the screen, click on your name to open your profile menu.
  2. Select the option to View Your Profile

  1. Go to the Business section and click on Edit.

  1. In Edit Business window, you can enter your business information:
    1. Legal Business Name
    2. Doing Business As
    3. Website
    4. Phone
    5. Currency
    6. NPI
    7. Tax ID (EIN/SSN)
    8. License/Credentials
    9. Taxonomy Code
    10. Address

    11. Logo

  2. Once you have filled out the fields with your business information, click Save.
  3. Now, your information will be displayed in your invoices.

Premium Plan

Use the following directions to update the information that will appear on your invoices for your entire team.

  1. From the upper-right corner of the screen, click on your name to open your profile menu.
  2. Click on the Gear icon beside the team you want to check.

  1. From the Manage Team window, click Edit in the Business section.

  2. In the next screen you can enter your team business information:
    1. Legal Business Name
    2. Doing Business As
    3. Website
    4. Phone
    5. Currency
    6. NPI
    7. Tax ID (EIN/SSN)
    8. License/Credentials
    9. Taxonomy Code
    10. Address
    11. Logo

If added, the following will be shown in an invoice:

  • DBA name
  • phone number
  • NPI
  • Tax ID
  • Credentials and Taxonomy
  • Address
  • Logo

The website and currency do not show on an invoice. If the Legal Business Name and DBA are added, the DBA will show.

  1. Once you have filled out all the boxes that you would like, click Save
  2. Now your information will be displayed on that team's invoices.

Each team's business information can be edited to reflect on that team's invoices individually.

Your personal business information is managed through your personal profile and will appear on invoices created for clients under your Personal Clients tab.